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Yo-yo, yo-yo, yo, what up? 
What up? 

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Good morning. 
Good morning, GMG baby. 

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Oh. 
Baby Monday, January 20th, 2025 

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It's a beautiful day to have a 
beautiful day. 

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I got my coats in the house, 
Mango. 

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Good morning boys. 
How you doing today? 

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00:00:32,240 --> 00:00:34,920
Fantastic. 
What a fucking weekend. 

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Honestly man. 
Like Friday night at 3:00 AM 

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that coin comes. 
I said to my wife. 

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I was like, Oh my God, he's just
fucked up. 

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Every single person in Kryptos 
weekend. 

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Like every single person in 
crypto was like going nuts on 

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Friday, nuts on nuts on Saturday
when I woke up. 

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00:00:57,880 --> 00:01:02,920
And then Sunday, the Melania 
coin, I was out for dinner. 

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I was like, you know, finally 
over. 

16
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I'd had a good weekend in the 
end. 

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And then Melania dropped a coin 
and I come back, my phone was at

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a battery. 
I was just at some Japanese 

19
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restaurant, came back, all my 
coins down 40%. 

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I was just like, what has 
possibly happened? 

21
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Like. 
Yeah, AI and me just got 

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destroyed by by the Trump 
family. 

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Had a threesome with Melania and
Trump this weekend but I got 

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fucked by Burger. 
That's a banger, by the way. 

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You should probably post that 
one. 

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I love that Tyler. 
Tyler. 

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Dude, this is like, well, first 
of all, happy Emma K Day. 

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Yeah, I know it's a it's a 
holiday in the USA, markets are 

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closed, etcetera, etcetera. 
Happy Trump Inauguration Day. 

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You got your Bitcoin night on. 
I love that. 

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Tyler, how you feeling today? 
What a fucking weekend. 

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Like Amanda nailed it. 
I think anyone who was in the 

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trenches, excuse me, aged about 
a year, maybe a couple years 

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this weekend, you. 
Did. 

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Bitcoin all time highs this 
morning. 

36
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Today is a big, big day. 
They we hit all time high this 

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morning. 
Oh my God. 

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Oh yeah, I was asleep still 
down. 

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Let's go, let's go. 
Mandel quote of the day. 

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I swear to God had a threesome 
with the Trump's, but I got 

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fucked up. 
That's a banger. 

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I mean very few people can say 
that that a threesome with the 

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Trump's Mandel. 
So except for like every single 

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crypto Twitter participant 
anyways. 

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Anyways, anyways, so damn the 
show. 

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Listen, the other show, I think 
it's quite obvious, right? 

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We're going to do the market, 
we're going to do the Tyler's. 

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But you know, we're we're pretty
much just going to talk about 

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Donald Trump, Melania Trump, 
Baron Trump, the inauguration, 

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Bitcoin reserve, Solana 
reserves. 

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What's the third token? 
Oh, Ethereum. 

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Yeah, ETH reserve. 
ETH reserves, XRP reserves, I 

53
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mean, we'll talk about fourth 
core, we'll talk about 

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everything today. 
So we got, we record the 

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programming for you guys today 
on this, on this national 

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hallway in the, in the US of AI 
mean the inauguration state. 

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So Tyler, actually, I hope you 
got the schedule on top in front

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of you because I, I'm curious 
how this whole thing runs today 

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when the executive orders are 
this and that. 

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I'm very curious to see the 
programming for today in 

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America. 
But before we get going, this 

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show is powered by Galaxies. 
Galaxies is a web 3 platform 

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00:03:28,720 --> 00:03:31,360
empowering creators and brands 
to build unstoppable communities

64
00:03:31,360 --> 00:03:33,920
with full ownership and 
independence, trusted by icons 

65
00:03:33,920 --> 00:03:37,440
like Donald Trump, Steve Aoki, 
Mike Tyson and the NBA, shaping 

66
00:03:37,440 --> 00:03:39,400
together the future of 
engagement. 

67
00:03:39,400 --> 00:03:41,000
Boy, oh boy. 
For a second when they said that

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Trump's team that did the NFTS 
launch a coin, I was like the 

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00:03:43,960 --> 00:03:45,840
Galaxies launch this coin, not 
tell us. 

70
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But turns out it was another one
of his teams. 

71
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I was like, OK, OK, I did think 
about Galaxies for a second. 

72
00:03:51,280 --> 00:03:54,080
I was like, really? 
Anyways, also powered by Fair 

73
00:03:54,080 --> 00:03:57,760
Side Network. 
Everyday we see people's wallet 

74
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get drained. 
Fair Side is about to launch a 

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fair alternative for insurance 
for crypto scams. 

76
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Check out Fair Side Network on 
X. 

77
00:04:04,520 --> 00:04:06,240
If you get drained, you won't 
get wrecked. 

78
00:04:06,240 --> 00:04:09,520
Mendo Mendo Mendo Mendo Mendo. 
Let's see what you got today. 

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00:04:22,240 --> 00:04:23,480
Yeah. 
So I'll just focus on the majors

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for now. 
So obviously Bitcoin all time 

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high today, 60% chance of a of a
reserve on polymarket at the 

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moment in the 1st 100 days. 
So big, big increase in those 

83
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odds. 
Bitcoin mooned having touched 99

84
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K yesterday, liquidated nearly a
billion or just over a billion 

85
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dollars worth of pups just 
before it hit all time high. 

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Kind of classic that really 
Solana also all time high. 

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I don't want to kind of go into 
what Tyler's saying, but yeah, 

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that was all to do with what's 
happened with the Trump's this 

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weekend. 
You have all time highs for DEX 

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volume. 
You have all time highs for 

91
00:05:01,120 --> 00:05:07,160
fees, all times highs for TBL. 
Just insane amounts of activity 

92
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going on, on Solana right now. 
I think, I mean, I was very 

93
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bullish on Solana before over 
the last few weeks saying, look,

94
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I thought it was undervalued, 
but it was completely mispriced.

95
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And then within the space of two
days it hit all time high. 

96
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I honestly, I think this can 
keep going like, yeah, hit all 

97
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time high. 
The underperformance is now 

98
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over. 
You do the unlocks will 

99
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probably, you know, there'll be 
some fun around them again now. 

100
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But it's like with what I think 
we could see here, I think Salon

101
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can can can easily go up to to 
to 500 here. 

102
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So in the in the short term that
is I think people are getting 

103
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super bullish on it for the 
medium, medium term here. 

104
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EI think is down 4% over the 
weekend. 

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E BTC hit the lowest level in 
four years over the over the 

106
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weekend. 
Again, obviously missing out on 

107
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a lot of the firstly, the dex 
activity and then secondly, and 

108
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the fact that it was done on 
Solana versus eve, I think was 

109
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seen as kind of slightly 
negating the world liberty 

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financial actions, although 
there was some light stuff going

111
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on there and some of the 
headlines or rumours we may be 

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seeing are around that they've 
obviously world liberty 

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financial, which is the the NTC 
tide to the Trump's. 

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In particular, Eric Trump is has
been buying ETH and is claiming 

115
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some big stuff coming today. 
Trump is saying he's going to do

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200 executive orders today on 
day 1-2 hundred. 

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So we could see a crazy amount 
of stuff this this is going to 

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range over a ton of different 
ton of different things. 

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But it feels like it could be 
could be crypto. 

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We could get stuff around US, 
protection as as as Tyler said, 

121
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a lot more talk around the idea 
for tax breaks for some of these

122
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companies and or maybe even zero
capital gains, although I doubt 

123
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you'll get zero capital gains, 
but who knows You Yeah, look at 

124
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that. 
What a breakout. 

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Like we drew this line on the 
show on Friday, I think morning.

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And then it just. 
Yeah, and retested it last 

127
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night. 
Everybody got shaken and then 

128
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just back to All Time High this 
morning. 

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All Trump high and then we get 
a. 

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High Wait, who came you came up 
with this? 

131
00:07:36,760 --> 00:07:40,040
No, no, no, that was a meme. 
That meme for one day all Trump 

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high. 
All Trump high is great Ath all 

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Trump high. 
I hope you he's you're bangers 

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today man. 
Though jeez, you're here. 

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You should tweak those. 
Yeah, maybe. 

136
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Maybe I should. 
Maybe I should get some yap 

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points? 
Yes, you should. 

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00:07:55,600 --> 00:07:58,480
And to say what else is macro, 
it's it's AUS holiday today, so 

139
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everyone's at home to trade. 
This made front page news. 

140
00:08:04,280 --> 00:08:10,320
Some of the the the Trump stuff,
you know, like CNBC front of the

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00:08:10,320 --> 00:08:14,000
FT front of even BBC News like 
this was huge news. 

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00:08:14,680 --> 00:08:17,640
I think you're about to see just
insane amounts of activity. 

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I've been pretty vocal on the 
timeline that I think what we 

144
00:08:21,360 --> 00:08:27,960
saw was like APVP of of 
everything else, like Trump is 

145
00:08:27,960 --> 00:08:30,080
now like the biggest coin on 
Solana basically. 

146
00:08:30,080 --> 00:08:34,080
Or I mean, it's FT VS 50 
billion. 

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00:08:34,559 --> 00:08:36,400
Let's go there. 
Let's just go there because I 

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00:08:36,400 --> 00:08:37,679
know you and Tyler are going to 
talk about this. 

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00:08:37,679 --> 00:08:39,080
Go. 
And then we can have a broader, 

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broader conversation about it. 
Ah. 

151
00:08:41,760 --> 00:08:43,120
Fuck, there we go. 
Where? 

152
00:08:43,159 --> 00:08:44,760
I just brought GSC it there it 
is. 

153
00:08:45,640 --> 00:08:47,880
No, no, I think Tyler should do 
his top 1000. 

154
00:08:48,200 --> 00:08:49,840
He doesn't have it today. 
All night. 

155
00:08:50,560 --> 00:08:51,720
We're not doing the thousands, 
but. 

156
00:08:52,200 --> 00:08:56,760
No, 1000 there was, really. 
One story and and it had several

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parts. 
Take us top. 

158
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Down you won't listen to this 
Tyler. 

159
00:09:01,240 --> 00:09:03,760
Take us top down from how the 
weekend played out from Friday. 

160
00:09:04,840 --> 00:09:09,280
So Friday night, I think it was 
like 8:00 PM Central, so 9:00 PM

161
00:09:09,280 --> 00:09:11,680
Eastern. 
Get the ping in the chat. 

162
00:09:12,120 --> 00:09:15,280
Trump coin. 
It was 700 million market cap 

163
00:09:15,280 --> 00:09:19,120
when I saw it, so $0.70. 
That was the first time it 

164
00:09:19,120 --> 00:09:21,720
starts going up. 
Disclosure. 

165
00:09:21,720 --> 00:09:25,680
I, I buy a little and then if 
you're following it live, that 

166
00:09:25,680 --> 00:09:29,000
30 to 45 minute window, it was 
very shaky if it was real or 

167
00:09:29,000 --> 00:09:30,840
not. 
So at one point the deck 

168
00:09:30,840 --> 00:09:35,560
Screener page updated, it said 
it said E cash and there was fun

169
00:09:35,560 --> 00:09:38,840
like all over Twitter. 
It dumped like 60%. 

170
00:09:38,840 --> 00:09:42,520
So I actually, I bought and I 
sold the first dump and then it 

171
00:09:42,520 --> 00:09:46,920
started going back up again and 
then it was 2 and then it was 3 

172
00:09:47,840 --> 00:09:51,360
and then it was full. 
And then so, so the true social 

173
00:09:51,360 --> 00:09:53,680
page was the first page to to 
share. 

174
00:09:53,840 --> 00:09:58,000
Then the Trump official Twitter 
retweeted it and then folks 

175
00:09:58,000 --> 00:10:00,480
started seeing the website. 
The website has that the 

176
00:10:00,480 --> 00:10:04,200
tokenomics and effectively, if 
you're watching it live, the 

177
00:10:04,200 --> 00:10:09,720
longer that the, the, the tweet 
was up, that seems like signal 

178
00:10:09,720 --> 00:10:17,000
that it was likely legitimate. 
And then I think like 30 minutes

179
00:10:17,000 --> 00:10:19,400
later, people started kind of 
analyzing the website and they 

180
00:10:19,400 --> 00:10:22,800
tied it back to some of the, you
know, similar potential team 

181
00:10:22,800 --> 00:10:26,800
that was tied to the NTS. 
So about 90 minutes in, it 

182
00:10:26,800 --> 00:10:29,040
seemed like it was legit. 
At that point in time, it was 

183
00:10:29,040 --> 00:10:33,360
probably already 4 to $5. 
Like anyone who was around that 

184
00:10:33,360 --> 00:10:36,120
night had a chance to buy it at 
$6. 

185
00:10:36,120 --> 00:10:40,920
I think I I understand like if 
you didn't get it at six or 

186
00:10:40,920 --> 00:10:43,400
less, but there was a definitely
a window where you could have 

187
00:10:43,400 --> 00:10:45,160
bought it around 6 bucks if you 
were online and paying 

188
00:10:45,160 --> 00:10:47,400
attention. 
Yeah, so. 

189
00:10:48,760 --> 00:10:50,760
I say until about midnight or 
so. 

190
00:10:50,760 --> 00:10:53,400
It just seems like as time 
progresses, it seems more and 

191
00:10:53,400 --> 00:10:56,120
more like this is legitimate. 
I think go to bed. 

192
00:10:56,120 --> 00:10:59,120
We wake up the next morning and 
it's what, like 1520? 

193
00:11:00,560 --> 00:11:04,760
And then I forget how high it 
went the first day. 

194
00:11:05,760 --> 00:11:09,720
It starts kind of falling. 
We, we go to bed what Saturday 

195
00:11:09,720 --> 00:11:14,040
night and it was like, I think 
consolidating like 2025. 

196
00:11:14,040 --> 00:11:16,640
My range of outcomes was 
anywhere from 40 to 15. 

197
00:11:16,640 --> 00:11:20,120
Waking up Sunday morning, we 
wake up by Nance News and it's 

198
00:11:20,120 --> 00:11:23,880
70. 
And it's just total, total 

199
00:11:23,880 --> 00:11:27,640
gangbuster euphoria for anyone 
who had bought the token and 

200
00:11:27,640 --> 00:11:28,640
held it. 
Nuts. 

201
00:11:28,960 --> 00:11:30,400
That long? 
Nuts. 

202
00:11:30,800 --> 00:11:34,120
So we're, we're feeling great. 
It starts to pull back on Sunday

203
00:11:34,120 --> 00:11:37,760
like normal dips, right? 
People are up literally 10s of 

204
00:11:37,760 --> 00:11:39,400
1,000,000 on the token at this 
point. 

205
00:11:40,440 --> 00:11:43,360
We start grinding back up. 
It's back at 75 and all the all 

206
00:11:43,360 --> 00:11:46,000
the Trump chats are like, OK, 
this is where we're going to 

207
00:11:46,000 --> 00:11:48,320
move to 100 here Sunday 
afternoon. 

208
00:11:49,160 --> 00:11:55,240
And then the second token drops.
So Melania comes out and pretty 

209
00:11:55,240 --> 00:11:59,080
much like instant verification 
that this one is real. 

210
00:11:59,080 --> 00:12:03,600
I don't think people really 
hesitated to think that this one

211
00:12:03,600 --> 00:12:07,120
was fake. 
And you see the, the Melania 

212
00:12:07,120 --> 00:12:12,480
candle, it went from Trump goes 
from 75 to 30. 

213
00:12:13,680 --> 00:12:17,480
I know 30 because I, I, I'm in 
chats with the folks who, who, 

214
00:12:17,480 --> 00:12:19,160
who, who got themselves at that 
30. 

215
00:12:19,160 --> 00:12:22,920
I actually sadly sold a small 
Trump 30 to myself. 

216
00:12:24,760 --> 00:12:26,640
And then it started rebounding 
from there. 

217
00:12:26,680 --> 00:12:29,280
Meanwhile, Solana starts 
breaking a little bit. 

218
00:12:29,280 --> 00:12:33,040
So Solana held up incredibly 
well during the Trump token 

219
00:12:33,040 --> 00:12:34,800
launch. 
The Melania Candle and Solana's 

220
00:12:34,800 --> 00:12:38,120
crazy. 
Trump plus Melania overloaded 

221
00:12:38,120 --> 00:12:40,880
it. 
It was very hard to buy the 

222
00:12:40,880 --> 00:12:43,560
Melania token. 
It was very hard to sell the 

223
00:12:43,560 --> 00:12:46,000
Trump token. 
Most people were just kind of 

224
00:12:46,000 --> 00:12:47,200
locked. 
It was just basically that 

225
00:12:47,200 --> 00:12:50,400
gridlock on Solana for a solid 
hour or so, I'd say. 

226
00:12:51,160 --> 00:12:52,840
Meanwhile, Melania just marches 
up. 

227
00:12:53,280 --> 00:12:56,000
Like I think if you were, if you
caught Melania, I think there 

228
00:12:56,000 --> 00:12:58,720
you had a legit chance to buy 
Melania around one or two if you

229
00:12:58,720 --> 00:13:02,200
were online when it happened. 
Oh yeah, yeah, I was trying like

230
00:13:02,200 --> 00:13:03,040
crazy. 
Just couldn't. 

231
00:13:03,080 --> 00:13:04,440
But actually no you couldn't 
bro. 

232
00:13:05,240 --> 00:13:08,520
It was like it was I don't know 
how you got your through but 

233
00:13:08,520 --> 00:13:11,040
like at a dollar $2.00 and and 
that would have been an insane 

234
00:13:11,040 --> 00:13:13,320
trade. 
But I was firing dude. 

235
00:13:13,440 --> 00:13:16,960
I was firing just firing 5000 K 
clips. 

236
00:13:17,480 --> 00:13:20,040
It kept coming back failed, 
failed. 

237
00:13:20,240 --> 00:13:24,120
I have like 20 failure clips 
Veladia between 1:00 to 3:00. 

238
00:13:24,120 --> 00:13:26,960
I tried so hard. 
That was 55. 

239
00:13:26,960 --> 00:13:28,440
This is funny. 
Nothing worked. 

240
00:13:30,280 --> 00:13:35,960
After about an hour or so, we it
starts working again. 

241
00:13:36,160 --> 00:13:38,480
Well, it continues to grind up. 
Trump seems to have found a 

242
00:13:38,480 --> 00:13:44,240
bottom at like 40 upper 30s. 
And then it basically grinds up.

243
00:13:44,320 --> 00:13:46,160
We get the Robin Hood listing 
overnight. 

244
00:13:46,240 --> 00:13:49,640
It jumps to 60 pulls back this 
morning and then kind of 

245
00:13:49,880 --> 00:13:51,520
hovering around 50 here this 
morning. 

246
00:13:51,520 --> 00:13:54,240
But that's what happened with 
the price action, what it did. 

247
00:13:54,240 --> 00:14:00,240
Is it not just a firestorm of 
discussion debate, You know, did

248
00:14:00,240 --> 00:14:05,200
this delegitimize the entire 
crypto sector once again? 

249
00:14:05,320 --> 00:14:08,040
We have a Sunday where, I mean, 
half the time I felt like they 

250
00:14:08,040 --> 00:14:11,280
were calling top last night, 
like people were like sell 

251
00:14:11,280 --> 00:14:14,520
everything. 
Yeah, it's Max short crypto is 

252
00:14:14,520 --> 00:14:18,960
over. 
And literally 2 weeks in a row 

253
00:14:19,680 --> 00:14:23,920
we've we've had that sentiment 
before the Monday candles. 

254
00:14:23,920 --> 00:14:26,480
So it's it's a longer 
discussion. 

255
00:14:28,080 --> 00:14:30,160
There's certainly a lot to 
unpack from the from. 

256
00:14:30,280 --> 00:14:32,240
The not to unpack. 
Let me tell you something. 

257
00:14:32,240 --> 00:14:36,320
Speaking of unpacking, the guy 
who bought $1,000,000 worth just

258
00:14:36,320 --> 00:14:40,720
finished selling on Robin Hood 
this morning for $300 million. 

259
00:14:41,040 --> 00:14:47,000
Oh my gosh. 
So this guy bought $1,000,000 

260
00:14:47,000 --> 00:14:55,080
worth at launch at 18 cents and 
he's walking away making $300 

261
00:14:55,080 --> 00:14:59,560
million. 
You basically like that's an 

262
00:14:59,560 --> 00:15:02,080
insider, right? 
Like if we fired. 

263
00:15:02,640 --> 00:15:04,400
Right, Yeah, it's got it. 
I mean, I'm assuming. 

264
00:15:04,400 --> 00:15:07,360
I don't want to like call it 
insider or accuse anyone, but 

265
00:15:07,360 --> 00:15:10,200
like that was really like we got
it at 700 mil. 

266
00:15:10,520 --> 00:15:13,200
That's when I first like heard 
one of it like you like it was 

267
00:15:13,200 --> 00:15:15,160
like 7 because I think it was, 
it might have been you dude. 

268
00:15:15,200 --> 00:15:17,840
It's it was so everything was so
fast. 

269
00:15:17,840 --> 00:15:19,000
It could have been, you could 
have been Amanda. 

270
00:15:19,040 --> 00:15:22,440
I I forget it was one of you 
guys just saw it. 

271
00:15:23,960 --> 00:15:27,320
My ass was sitting at the Ritz 
having espresso martini when 

272
00:15:27,320 --> 00:15:30,880
this came out. 
One day I come out of my house. 

273
00:15:31,280 --> 00:15:33,000
I don't leave my house. 
You know me, you know, I don't 

274
00:15:33,000 --> 00:15:35,520
leave the house and this 
happens. 

275
00:15:36,400 --> 00:15:39,320
And then I hesitated, didn't go 
home, didn't go home, didn't go 

276
00:15:39,320 --> 00:15:41,520
home. 
I caught obviously a really, 

277
00:15:41,520 --> 00:15:44,200
really big trade after that on 
the Saturday night to Sunday 

278
00:15:44,200 --> 00:15:50,200
morning. 
So the top, but that was that 

279
00:15:50,200 --> 00:15:52,120
was nuts. 
I mean, what happens now, guys? 

280
00:15:54,600 --> 00:16:00,360
There's a lot of variance in in 
potential outcomes here and I've

281
00:16:00,360 --> 00:16:02,000
seen a lot of ticks. 
I mean, if we start with the 

282
00:16:02,000 --> 00:16:05,400
Trump token specifically. 
And So what happens up to Trump 

283
00:16:05,400 --> 00:16:07,320
token? 
And then let's discuss because I

284
00:16:07,320 --> 00:16:09,000
know Mando and I, you know, were
just talking about this like AI 

285
00:16:09,000 --> 00:16:10,880
and then I'm like, let's start 
with the Trump token. 

286
00:16:10,880 --> 00:16:12,360
I'm curious your thoughts, both 
of you. 

287
00:16:12,600 --> 00:16:15,480
Then let's discuss the rest of 
the market because it has a lot 

288
00:16:15,480 --> 00:16:19,880
of repercussions on the market. 
Sure, I'm still bullish. 

289
00:16:19,880 --> 00:16:23,560
The Trump token disclosure, I've
sold about 50% of what I bought 

290
00:16:23,560 --> 00:16:25,160
Friday night. 
I'm still holding 50%. 

291
00:16:27,760 --> 00:16:31,000
I I think there's a very, 
there's a real scenario where 

292
00:16:31,000 --> 00:16:32,680
this still becomes the number 
one meme coin. 

293
00:16:33,360 --> 00:16:37,840
I think crypto Twitter is 
largely overreacting to the 

294
00:16:37,840 --> 00:16:40,880
Melania token drop. 
I don't think the retail buyers,

295
00:16:41,480 --> 00:16:43,680
there are 850,000 owners of the 
Trump token. 

296
00:16:43,800 --> 00:16:45,040
Like let's talk about that for a
second. 

297
00:16:45,040 --> 00:16:51,120
There's 850,000 owners. 
It's 2 1/2 days old so retail 

298
00:16:51,120 --> 00:16:52,960
like clearly came in to buy the 
Trump. 

299
00:16:53,560 --> 00:16:56,880
I think moon shot said they on 
boarded like 400,000 wallets or 

300
00:16:56,880 --> 00:16:58,520
something. 
I was talking to Keith Grossman 

301
00:16:58,520 --> 00:17:01,720
earlier and he's going to 
inauguration today with Ivan, 

302
00:17:01,720 --> 00:17:05,520
the founder of Moon Pay, and he 
said that they only slept 2 

303
00:17:05,520 --> 00:17:08,680
hours over the weekend to make 
sure that even Moon Pay could 

304
00:17:09,000 --> 00:17:12,480
stay up during the Trump launch.
Sorry Keith, if I'm doc, So what

305
00:17:12,480 --> 00:17:14,119
you told me, but it's kind of 
like crazy news, right? 

306
00:17:14,839 --> 00:17:16,160
And he's in Washington for the 
whole thing. 

307
00:17:16,440 --> 00:17:19,680
Crazy to think, but when you 
think about that's how much 

308
00:17:19,680 --> 00:17:21,560
volume there was. 
They had to stay up to make sure

309
00:17:21,560 --> 00:17:23,920
moon pay was stay up and moon 
pay is very solid. 

310
00:17:25,520 --> 00:17:27,520
Yeah, I mean, kudos to them for 
doing that. 

311
00:17:27,520 --> 00:17:30,120
And they're a huge part of it. 
Like I've got so many teams, 

312
00:17:30,120 --> 00:17:32,000
like literally worked the whole 
weekend to make this like 

313
00:17:32,000 --> 00:17:35,280
possible, like Jupiter. 
And I forgot part of the story 

314
00:17:35,280 --> 00:17:37,680
was Jupiter basically endorsed 
the token Saturday mornings. 

315
00:17:37,680 --> 00:17:41,560
That's when we really knew it 
was official when they did that.

316
00:17:43,320 --> 00:17:47,160
But so like we have retail here 
for the first time, like half of

317
00:17:47,160 --> 00:17:50,600
CT rhetoric for the last cycle, 
it's been like retail's never 

318
00:17:50,600 --> 00:17:54,320
coming back. 
Retail came back and they bought

319
00:17:54,320 --> 00:18:00,160
the Trump token. 
And I think the bull case is if 

320
00:18:00,200 --> 00:18:05,120
Trump talks about his token at 
all over the next few weeks, 

321
00:18:05,120 --> 00:18:08,840
months, that's a pretty strong 
bull case. 

322
00:18:10,200 --> 00:18:12,000
I think there's a chance he 
talks about it today. 

323
00:18:12,600 --> 00:18:15,120
We we have. 
So I guess the tokenomics are 

324
00:18:15,120 --> 00:18:18,000
part of it. 
Only 20% circulating, 80% locked

325
00:18:18,000 --> 00:18:20,120
up. 
The unlocks start linearly in 

326
00:18:20,120 --> 00:18:21,600
three months. 
That still feels like an 

327
00:18:21,600 --> 00:18:25,360
eternity away. 
So it's, this is our supply for 

328
00:18:25,360 --> 00:18:28,600
the next three months. 
Then you can address the unlocks

329
00:18:28,600 --> 00:18:31,080
when they come. 
There's a lot of things they can

330
00:18:31,080 --> 00:18:32,560
potentially do with it. 
A lot of ways they can 

331
00:18:32,560 --> 00:18:36,520
potentially endorse it. 
The bear case is if they, if 

332
00:18:36,520 --> 00:18:38,960
they launch, if there's a new 
Trump family token launched 

333
00:18:39,040 --> 00:18:44,040
every day, that's probably going
to hurt the Trump token because 

334
00:18:44,040 --> 00:18:46,120
I think people will just sell 
and chase the new one. 

335
00:18:47,560 --> 00:18:50,480
And maybe, maybe eventually when
the new ones are less 

336
00:18:50,480 --> 00:18:52,760
profitable, maybe they rotate 
back to the top one. 

337
00:18:52,760 --> 00:18:55,000
I I don't know, there's a lot of
ways it could put. 

338
00:18:55,960 --> 00:18:57,400
Out Mando what? 
Do you? 

339
00:18:58,120 --> 00:19:00,040
What do you, what do you think? 
What do you think? 

340
00:19:00,040 --> 00:19:01,560
I think it's the Trump token 
now. 

341
00:19:01,560 --> 00:19:05,160
Like it's sitting at what, 51 
billion? 

342
00:19:05,160 --> 00:19:07,360
Fifty bill. 
Yeah, Trump, I think is going 

343
00:19:07,360 --> 00:19:10,840
higher. 
I I don't see a world where it 

344
00:19:10,840 --> 00:19:13,040
doesn't go higher. 
I do think that makes Salon look

345
00:19:13,080 --> 00:19:16,120
unbelievably cheap. 
I agree. 

346
00:19:16,880 --> 00:19:19,200
Like if. 
I mean 100 and half of Solana. 

347
00:19:19,760 --> 00:19:22,760
Yeah, if this gets to 100, then 
Salon is going to look 

348
00:19:23,520 --> 00:19:26,640
ridiculous. 
But that that like actually says

349
00:19:26,640 --> 00:19:30,000
quite a lot, right? 
It's almost too big for Solana. 

350
00:19:30,120 --> 00:19:32,800
What we've seen is just like 
every other soul bag, just 

351
00:19:32,800 --> 00:19:37,360
completely naked because it's 
just too big for Solana. 

352
00:19:38,520 --> 00:19:40,920
So what we are hopefully now 
going to see is a huge amount of

353
00:19:40,920 --> 00:19:41,840
TV. 
I'll come on Solana. 

354
00:19:41,840 --> 00:19:43,440
A huge amount of trade is going 
to come on Solana. 

355
00:19:44,400 --> 00:19:49,040
And but I think what the market 
is has been realizing maybe 

356
00:19:49,120 --> 00:19:52,520
after Trump, there was like a, 
you know, the AI coins rebounded

357
00:19:52,520 --> 00:19:57,000
pretty well and some memes. 
Did you know, it was like, oh, 

358
00:19:57,000 --> 00:19:58,040
we're going to have to see 
rotation. 

359
00:19:58,040 --> 00:20:00,720
And just before Melania came 
out, I was like we started to 

360
00:20:00,720 --> 00:20:02,400
see a rotation. 
You know, like chill guy did 

361
00:20:02,400 --> 00:20:06,200
like a 40% candle. 
MU Dang did a huge candle. 

362
00:20:06,200 --> 00:20:08,520
Goat did a huge candle. 
All the bags which were like 

363
00:20:08,520 --> 00:20:10,720
down. 
You start to see rotation for 

364
00:20:10,720 --> 00:20:13,080
right. 
Then I went out for dinner and 

365
00:20:13,080 --> 00:20:16,440
then Melania comes, does her 
coin. 

366
00:20:17,320 --> 00:20:20,640
And everyone suddenly realizes 
that every single time one of 

367
00:20:20,640 --> 00:20:24,800
these coins comes out, we're 
just going to nuke the coins 30%

368
00:20:25,040 --> 00:20:28,520
because it's there's just not 
enough liquidity. 

369
00:20:29,120 --> 00:20:31,240
So the. 
Allen's volume on Seoul. 

370
00:20:32,560 --> 00:20:36,360
I I came away from it being 
like, and this is a thought I 

371
00:20:36,360 --> 00:20:40,000
was having late last week. 
Even with the even the AI stuff 

372
00:20:40,000 --> 00:20:44,000
is that, you know, maybe Seoul 
D5 was the was the trade was 

373
00:20:44,000 --> 00:20:46,080
more interesting here and that's
that's why I started to look at 

374
00:20:46,080 --> 00:20:49,400
it a little bit more just 
because I thought I just think 

375
00:20:49,400 --> 00:20:55,480
that people are I'm scared to 
own a Solana point in big size 

376
00:20:56,600 --> 00:20:59,440
like I have to have fiction 
right now because. 

377
00:21:00,000 --> 00:21:02,000
It's like I owned. 
Ark right? 

378
00:21:02,000 --> 00:21:04,320
And ark is I feel like one of my
best trades. 

379
00:21:04,720 --> 00:21:08,520
It dropped to 45% because 
Melania dropped a token. 

380
00:21:08,800 --> 00:21:11,440
Like what? 
What the fuck does that mean? 

381
00:21:13,720 --> 00:21:15,840
You never know when the Lex 
coins going to go. 

382
00:21:15,840 --> 00:21:19,240
It's like land mines like Baron 
Trump may have a coin in the 

383
00:21:19,240 --> 00:21:21,080
next 24 hours. 
Yeah. 

384
00:21:21,640 --> 00:21:23,800
Elon. 
I owned it through the Trump and

385
00:21:23,800 --> 00:21:26,000
I was like, Oh, this is really 
bullish because Trump's just 

386
00:21:26,000 --> 00:21:29,000
said and then, but when it 
dropped on the on the Melania 

387
00:21:29,000 --> 00:21:34,440
stuff, I was like, you know, 
that's that's a bit of a game 

388
00:21:34,440 --> 00:21:37,280
changer. 
Like so when Elon drops a coin 

389
00:21:37,280 --> 00:21:40,600
or, or, or is everything just 
going to nuke 50% again? 

390
00:21:40,600 --> 00:21:44,280
When like this is going to be 
open season, right? 

391
00:21:44,280 --> 00:21:47,040
Cuba just launched a fucking 
COIN this morning. 

392
00:21:47,840 --> 00:21:49,880
The country of Cuba. 
So was that a? 

393
00:21:50,160 --> 00:21:51,000
Hack. 
Was that real? 

394
00:21:51,000 --> 00:21:52,800
Didn't didn't that? 
Didn't that rug as well it? 

395
00:21:53,000 --> 00:21:55,880
Was a hack, yeah. 
It seems like it would. 

396
00:21:55,960 --> 00:21:57,960
Is that the I don't know. 
I don't want to share the wrong 

397
00:21:57,960 --> 00:22:01,240
shit on on camera but that look,
it did look cute. 

398
00:22:01,400 --> 00:22:05,040
Did Che Guevara die for this? 
Honestly, Canada should drop a 

399
00:22:05,040 --> 00:22:07,040
coin at this stage. 
That's the only thing I can save

400
00:22:07,040 --> 00:22:09,160
us. 
If I become the 51st governor of

401
00:22:09,160 --> 00:22:11,920
the the governor, first governor
of 51st state of the United 

402
00:22:11,920 --> 00:22:14,520
States of America, I will drop a
token and I will flip the market

403
00:22:14,520 --> 00:22:17,440
cap of Canada, which was $2.4 
trillion right now. 

404
00:22:17,600 --> 00:22:20,400
Obie, there he is. 
There's the man. 

405
00:22:20,680 --> 00:22:22,440
Oh, he did. 
What's your take on all this 

406
00:22:22,440 --> 00:22:24,000
shit? 
I know you're deep in the 

407
00:22:24,000 --> 00:22:25,800
trenches right now. 
Like what? 

408
00:22:25,880 --> 00:22:27,920
We're just talking about Trump, 
etcetera, and what we think 

409
00:22:27,920 --> 00:22:29,000
happens now. 
Like what? 

410
00:22:29,000 --> 00:22:31,240
What now? 
I can't. 

411
00:22:31,240 --> 00:22:34,600
I'm just. 
I can't believe I saw the Trump 

412
00:22:34,600 --> 00:22:38,360
coin. 
And I was like, Nah, it's fake. 

413
00:22:38,360 --> 00:22:40,520
It's opposed to some truth. 
And I just went to bed. 

414
00:22:41,440 --> 00:22:45,120
It's just one of those moments. 
It's kind of like when I'm into 

415
00:22:45,120 --> 00:22:46,600
Bored Apes. 
I could have just gone to gone 

416
00:22:46,600 --> 00:22:48,800
to bed, but I just decided to 
stay up for 10 more minutes. 

417
00:22:48,800 --> 00:22:52,240
It was one of those moments 
where I was like just for for 

418
00:22:52,240 --> 00:22:55,120
like 20 seconds differential 
like because none of my chats 

419
00:22:55,120 --> 00:22:57,160
were talking about it then. 
So that's how early it was. 

420
00:22:57,520 --> 00:23:01,080
I could have, you know, 
obviously, and I had like some 

421
00:23:01,080 --> 00:23:02,160
money and stables with me as 
well. 

422
00:23:02,160 --> 00:23:03,680
So I'd like have the liquidities
to go big in it. 

423
00:23:03,680 --> 00:23:10,600
But whatever it is what it is. 
I think now my take on it now is

424
00:23:10,600 --> 00:23:13,240
that I think it seems like 
Melania is run by a different 

425
00:23:13,240 --> 00:23:16,200
team. 
I read some threads saying like 

426
00:23:16,200 --> 00:23:19,520
they have completely different 
agencies that they work with and

427
00:23:20,320 --> 00:23:22,800
the Trump, the Melania NFTS were
launched by someone else other 

428
00:23:22,800 --> 00:23:25,920
than Trump, a different team to 
the Trump NFTS and all that kind

429
00:23:25,920 --> 00:23:27,280
of stuff. 
So I think it should be viewed 

430
00:23:27,280 --> 00:23:31,120
as separate. 
And I think the Melania Trump 

431
00:23:31,120 --> 00:23:33,960
differential, the spread is like
too narrow right now, like a 

432
00:23:33,960 --> 00:23:34,920
thing. 
Why? 

433
00:23:35,400 --> 00:23:38,720
Why is this your take of the 
whole fucking weekend? 

434
00:23:39,280 --> 00:23:42,560
Melania. 
Versus Trump differential trade 

435
00:23:42,640 --> 00:23:44,440
is. 
I just look, I think. 

436
00:23:44,800 --> 00:23:48,080
Sex is to say. 
I think at the end of the day, 

437
00:23:48,080 --> 00:23:50,560
right, who cares about Melania 
like Trump is going to be. 

438
00:23:51,960 --> 00:23:54,800
I'm serious, Trump is. 
He was not even in any of the 

439
00:23:54,800 --> 00:23:56,520
election campaign at. 
All. 

440
00:23:59,200 --> 00:24:00,720
Trump is going to be like. 
Hey. 

441
00:24:01,560 --> 00:24:03,720
Would you fade this? 
Yes. 

442
00:24:03,720 --> 00:24:07,000
Melania is going to 0, right? 
No doubt, I actually agree with 

443
00:24:07,000 --> 00:24:08,680
that thing. 
Hey, take to where Melania is. 

444
00:24:09,320 --> 00:24:13,000
Man always got a point dude. 
So I think I think you have to, 

445
00:24:13,680 --> 00:24:16,040
you know, when it was at about 
25, I was like, should I buy it?

446
00:24:16,040 --> 00:24:18,520
And I thought no, like it's you 
know, it's gone too high, you 

447
00:24:18,520 --> 00:24:20,160
know, fully mid curbing it. 
I think you just have to like 

448
00:24:20,160 --> 00:24:24,240
forget about the market cap, 
forget about the number and just

449
00:24:24,240 --> 00:24:27,360
realise that this thing is going
to be like the number one 

450
00:24:28,480 --> 00:24:31,480
mindshare thing. 
Like it's going to dominate 

451
00:24:31,480 --> 00:24:33,000
everything. 
Like, you know, I was super 

452
00:24:33,000 --> 00:24:35,680
bullish on AI and I still am. 
I think profits from this will 

453
00:24:35,680 --> 00:24:40,040
rotate back into AI, but this 
came completely left field and 

454
00:24:40,040 --> 00:24:41,600
no one saw it really saw it 
coming. 

455
00:24:41,600 --> 00:24:43,160
And you just can't really ignore
it. 

456
00:24:43,160 --> 00:24:45,200
We're only like two or three 
days into this now, right? 

457
00:24:45,200 --> 00:24:49,000
And today's the inauguration. 
And then God knows what the fuck

458
00:24:49,000 --> 00:24:52,720
shit he's going to be saying on 
like, I think people forget how 

459
00:24:52,720 --> 00:24:55,960
crazy he was when he was 
tweeting like back in 2016 to 

460
00:24:55,960 --> 00:24:58,280
2020. 
Like I was at Barclays and I'd 

461
00:24:58,280 --> 00:25:01,920
be sitting at my desk with like 
Twitter watching Trump tweets 

462
00:25:01,920 --> 00:25:04,520
because it would move like the 
markets that I was trading, 

463
00:25:04,520 --> 00:25:06,960
which was like a liquid high 
yield credit, right? 

464
00:25:06,960 --> 00:25:10,200
So now think about there being a
meme coin. 

465
00:25:10,200 --> 00:25:13,400
And he's just going to be, you 
know, saying random shit all 

466
00:25:13,400 --> 00:25:16,040
day. 
Like it's hard to see any other 

467
00:25:16,680 --> 00:25:20,520
token that's going to have any, 
any other thing asset that's 

468
00:25:20,520 --> 00:25:21,720
going to have as much more 
interest in this. 

469
00:25:21,720 --> 00:25:23,200
And this is not just like 
crypto. 

470
00:25:23,200 --> 00:25:26,920
This is going to be across like 
everything, everything and 

471
00:25:27,040 --> 00:25:28,440
everyone is going to be talking 
about it. 

472
00:25:28,440 --> 00:25:31,840
So I'm kind of for me, I'm 
looking at the circulating 

473
00:25:31,840 --> 00:25:34,440
market cap number a bit more 
rather than the fully divested 

474
00:25:34,720 --> 00:25:37,080
fully diluted number. 
So what is it now like around 

475
00:25:37,080 --> 00:25:39,480
ten billion, 11 billion like? 
Yeah. 

476
00:25:40,320 --> 00:25:44,040
So before things best and before
they announce if there's going 

477
00:25:44,040 --> 00:25:45,840
to be an air drop to NFTS or 
anything like that, I think 

478
00:25:45,840 --> 00:25:47,720
we're going to have a period of 
like just trading the 

479
00:25:47,720 --> 00:25:50,200
circulating number. 
And that's the number that I 

480
00:25:50,200 --> 00:25:54,960
think could potentially like I 
don't know, it could 3 to 5X 

481
00:25:54,960 --> 00:25:56,640
here like it's not, it's 
obviously not as. 

482
00:25:59,040 --> 00:26:02,360
Flip Solana. 
Look, yeah, I think it could, I 

483
00:26:02,600 --> 00:26:05,800
think, but that's that's 
remember that that's FTV, that's

484
00:26:05,800 --> 00:26:07,280
not, I'm talking about the 
circulating number here. 

485
00:26:07,280 --> 00:26:09,640
FTV could, but it's 85% locked, 
right? 

486
00:26:09,640 --> 00:26:13,120
Like you just you can't really. 
It's not an FTV coin right now. 

487
00:26:13,120 --> 00:26:14,840
It will be at one point, but 
it's not right now. 

488
00:26:14,840 --> 00:26:17,400
I think so. 
So quickly, because man, I know 

489
00:26:17,400 --> 00:26:20,280
you got to go in 5 minutes and I
I want to hear Tyler and of his 

490
00:26:20,280 --> 00:26:22,240
thoughts on that because you 
guys have been deep in the AI 

491
00:26:22,240 --> 00:26:24,680
trade. 
What does that mean for for for 

492
00:26:24,680 --> 00:26:30,240
this narrative now, Mendo, 
because I see TGI see Frank, you

493
00:26:30,240 --> 00:26:34,520
3 every M effort as big in the 
AI trade now all in this Trump 

494
00:26:34,520 --> 00:26:38,240
stuff. 
You know what what's what's 

495
00:26:38,280 --> 00:26:40,440
what's next for those AI bags? 
No Mando, you know we're talking

496
00:26:40,440 --> 00:26:43,160
about this pre show. 
It means I sold all my utility 

497
00:26:43,160 --> 00:26:48,720
AI coins at full ported radium. 
Yeah, I went big into into 

498
00:26:48,720 --> 00:26:50,640
radium this morning. 
I've seen some candles. 

499
00:26:51,680 --> 00:26:53,640
Mando candles on radium this 
morning went insane. 

500
00:26:53,640 --> 00:26:55,680
I looked at them. 
What happened in real time? 

501
00:26:57,040 --> 00:27:00,440
I just, I, I find it really 
difficult to hold stuff. 

502
00:27:04,040 --> 00:27:06,720
And let me just pitch you radium
for a minute. 

503
00:27:06,720 --> 00:27:10,040
OK? 
Because it's important to know 

504
00:27:10,040 --> 00:27:11,480
why I'm saying this. 
Yeah. 

505
00:27:13,280 --> 00:27:17,960
Radium is a Defy coin. 
OK, Everyone hates Defy coins. 

506
00:27:17,960 --> 00:27:21,120
The mid curve, whatever the 
reason why they were often make 

507
00:27:21,120 --> 00:27:23,280
of to a certain extent was 
because they were always these 

508
00:27:23,280 --> 00:27:26,560
like weird governance coins that
no one had any value over. 

509
00:27:26,920 --> 00:27:29,320
We saw with hyper liquid 
recently is that these sort of 

510
00:27:29,320 --> 00:27:31,360
buyback coins where it's like 
you're going to make the money 

511
00:27:31,360 --> 00:27:33,840
the protocol they can they can 
actually have an OK narrative 

512
00:27:33,840 --> 00:27:36,160
right. 
You own the casino radium has 

513
00:27:36,160 --> 00:27:40,080
done that so 12% of all the fees
they make go back to the go back

514
00:27:40,080 --> 00:27:43,800
to directly buy backing radium 
and you can see their wallet 

515
00:27:43,800 --> 00:27:45,880
like you can bring up that 
wallet. 

516
00:27:45,880 --> 00:27:47,400
I think I. 
Tweeted that you said that to 

517
00:27:47,400 --> 00:27:48,280
me. 
I'm looking for right now, yeah.

518
00:27:48,960 --> 00:27:51,400
You can open up any day and they
are just swapping right now. 

519
00:27:51,400 --> 00:27:56,400
Trump foray all day. 
All day now. 

520
00:27:57,720 --> 00:28:02,120
This trades at $2 billion FTV 
for comparison. 

521
00:28:02,520 --> 00:28:04,960
Sorry, three and a half million 
dollars FTV. 2 billion current 

522
00:28:04,960 --> 00:28:06,320
market cap. 
For comparison. 

523
00:28:06,320 --> 00:28:10,240
Jupiter trades at 11. 
Hyper Liquid trades at 2223. 

524
00:28:11,080 --> 00:28:15,680
Radium is making the most fees 
in crypto by a mile right? 

525
00:28:15,680 --> 00:28:18,520
It's actually nearly making as 
much as Tether some days. 

526
00:28:19,960 --> 00:28:23,040
Now why do we're always like Oh 
well we always trade on Jupiter?

527
00:28:23,440 --> 00:28:27,200
You may not know this but like 
Jupiter is not a dex, it is an 

528
00:28:27,200 --> 00:28:29,920
aggregator. 
So when you go onto Jupiter, 

529
00:28:29,920 --> 00:28:33,480
Jupiter charges 0 fees. 
So This is why Jupiter never 

530
00:28:33,480 --> 00:28:34,760
comes up on any of the fees 
stuff. 

531
00:28:34,840 --> 00:28:38,520
It charges for perps. 
Which is why I own JLJLP Right? 

532
00:28:38,680 --> 00:28:41,520
Because the fees from Jupiter 
perps go into JLP, but for spot 

533
00:28:41,520 --> 00:28:43,440
trading, they charge you no 
fees. 

534
00:28:44,400 --> 00:28:47,600
They only charged them for I 
think DCA trades and I think 

535
00:28:47,600 --> 00:28:50,080
maybe some limit orders. 
But the vast majority of fees on

536
00:28:50,080 --> 00:28:55,360
Jupiter, they go to radium 50% 
or I think it's nearly 60% of 

537
00:28:55,360 --> 00:28:58,440
all the trades that that you 
think you're doing on Jupiter 

538
00:28:58,440 --> 00:29:00,360
goes to radium. 
And that's where the fees go. 

539
00:29:01,920 --> 00:29:04,720
Remember, radium is, is directly
plugged into pump fun. 

540
00:29:04,720 --> 00:29:06,840
So any coin that's released on 
pump fun goes directly into 

541
00:29:06,840 --> 00:29:10,560
radium. 
So it has this like ingrained 

542
00:29:11,800 --> 00:29:15,040
place in Solana. 
Defy has the highest TBL, 

543
00:29:15,040 --> 00:29:19,520
highest highest volume as well. 
And it trades at 2 billion and 

544
00:29:19,520 --> 00:29:23,560
it's buying back million per day
at the moment. 

545
00:29:23,560 --> 00:29:26,120
So if you think we're going to 
go through this period of, yeah,

546
00:29:26,120 --> 00:29:29,320
another Trump person's going to 
release a coin, maybe like Elon 

547
00:29:29,320 --> 00:29:33,720
releases a coin. 
It it put, it made $35 million 

548
00:29:33,720 --> 00:29:37,880
in fees yesterday. 
Tether made $17,1,000,000. 

549
00:29:37,880 --> 00:29:41,920
So it made 2X Tether, it made 10
times what hyper liquid made 

550
00:29:41,960 --> 00:29:44,440
yesterday and it's done that two
days in a row. 

551
00:29:45,040 --> 00:29:47,920
So if you think we're going to 
go through a period here of, of,

552
00:29:48,520 --> 00:29:50,360
of that going higher, I don't 
know. 

553
00:29:50,360 --> 00:29:52,600
I think that thing can, can, can
go up a lot. 

554
00:29:52,600 --> 00:29:56,400
So that's why I did it. 
I was like, I don't want to risk

555
00:29:57,120 --> 00:30:01,000
Baron releasing a coin and 
everything's nuking 50%. 

556
00:30:03,080 --> 00:30:06,360
I want to own a bit of the 
casino and to me raise the raise

557
00:30:06,360 --> 00:30:09,880
a bit of the casino. 
Strong thesis. 

558
00:30:11,000 --> 00:30:12,680
Strong thesis. 
I like it. 

559
00:30:12,960 --> 00:30:15,200
So you're concerned about the AI
side of things? 

560
00:30:15,840 --> 00:30:18,400
I'm not concerned about AI, I'm 
concerned about Baron Trump 

561
00:30:18,400 --> 00:30:23,440
releasing a coin. 
I like my a coins but if people 

562
00:30:23,440 --> 00:30:26,600
are going to nuke arc 40% 
because Melania dropped a coin 

563
00:30:26,600 --> 00:30:27,880
like what the fuck am I meant to
do? 

564
00:30:27,880 --> 00:30:29,800
Like and this is. 
A very fair take. 

565
00:30:29,840 --> 00:30:32,920
I I would be very worried as 
well on that. 

566
00:30:32,920 --> 00:30:35,280
I mean far coin, everything went
down on the trump. 

567
00:30:35,480 --> 00:30:38,960
It was like far coin down to 
like $1.00 when Trump dropped 

568
00:30:39,400 --> 00:30:45,080
and then when the second, you 
know, coin hit, you know, that 

569
00:30:45,080 --> 00:30:48,360
also went down kind of it. 
So it it kind of it kind of 

570
00:30:48,360 --> 00:30:49,080
nukes. 
Absolutely. 

571
00:30:49,080 --> 00:30:50,600
I don't know. 
Do you know Obi? 

572
00:30:50,720 --> 00:30:54,520
It's tough it you know, it's 
tough to be bearish on on 

573
00:30:54,520 --> 00:30:57,520
Melania after all these. 
No, she she looks like a you 

574
00:30:57,520 --> 00:30:59,120
look at her pictures like damn 
bro. 

575
00:30:59,520 --> 00:31:02,720
No, I'm not bearish for her. 
I'm also not bearish in the AI 

576
00:31:02,720 --> 00:31:06,280
stuff. 
I think I feel like the move 

577
00:31:06,440 --> 00:31:09,640
might be and you know, obviously
it was better better to do this 

578
00:31:09,640 --> 00:31:11,160
two days ago than it is to do it
now. 

579
00:31:11,160 --> 00:31:16,320
But I feel like the move might 
be to rotate some AI stuff, the 

580
00:31:16,320 --> 00:31:20,760
Solana AI stuff. 
I would say to Trump ride that 

581
00:31:20,760 --> 00:31:26,080
Trump move higher and then by, 
you know, AI stuff that's beaten

582
00:31:26,080 --> 00:31:30,080
down, you know, majorly off the 
highs because I do think some, 

583
00:31:30,800 --> 00:31:33,760
you know, I think it will this 
will create a lot of liquidity 

584
00:31:33,760 --> 00:31:36,000
in capital. 
And I don't think the AI 

585
00:31:36,000 --> 00:31:38,120
narrative is by any means over. 
I still think it's going to be a

586
00:31:38,120 --> 00:31:42,880
major point of this cycle. 
But you know, this Trump thing 

587
00:31:42,880 --> 00:31:44,640
is going to just dominate 
everything for a while. 

588
00:31:44,640 --> 00:31:48,360
I think so. 
Yeah, no, definitely. 

589
00:31:48,360 --> 00:31:50,200
It's it's pretty well. 
Tyler, what's your take on this,

590
00:31:50,600 --> 00:31:51,720
on this trade? 
Because I know you guys have 

591
00:31:51,720 --> 00:31:54,160
been deep in this. 
Yeah, I generally agree. 

592
00:31:54,160 --> 00:31:55,720
I think the markets hate 
uncertainty. 

593
00:31:55,720 --> 00:31:58,160
I think there's two big pieces 
of uncertainty right now. 

594
00:31:58,400 --> 00:32:01,360
One is, are there going to be 
more Trump family coins like 

595
00:32:01,400 --> 00:32:06,000
this week, just as the potential
that there might be has people 

596
00:32:06,000 --> 00:32:11,640
in stables and, and waiting 2 
is, are we going to have a 

597
00:32:11,720 --> 00:32:15,440
strategic reserve today? 
And what does that mean for this

598
00:32:15,560 --> 00:32:16,880
AI? 
Like, is everyone going to sell 

599
00:32:16,880 --> 00:32:20,000
their their AI bags to rotate to
Bitcoin and any other potential 

600
00:32:20,000 --> 00:32:22,040
majors that are included in 
that? 

601
00:32:22,680 --> 00:32:25,400
But those are two major pieces 
of uncertainty that will be 

602
00:32:25,400 --> 00:32:29,840
resolved in the next few days 
most likely one way or another. 

603
00:32:30,760 --> 00:32:33,680
So my take is the AI trade is on
pause right now. 

604
00:32:34,440 --> 00:32:37,480
And I think we're probably going
to see people clip out in the 

605
00:32:37,480 --> 00:32:42,120
near future. 
These teams aren't going away by

606
00:32:42,120 --> 00:32:46,200
any means. 
Attention is going away 100%. 

607
00:32:46,800 --> 00:32:50,440
Like, what's the timeline? 
It's Trump, Melania, crime 

608
00:32:50,440 --> 00:32:51,600
season. 
That's all anyone's talking 

609
00:32:51,600 --> 00:32:54,000
about, right? 
Like no one's talking about, oh,

610
00:32:54,000 --> 00:32:57,080
this new hot AI dev has a 
hundred stars on GitHub. 

611
00:32:58,120 --> 00:33:01,280
Let's all roll into his coin 
here today. 

612
00:33:01,680 --> 00:33:04,520
Minus wrecked. 
That's just, you know, drops 

613
00:33:04,600 --> 00:33:06,520
dropping some art. 
I'm just putting it out there, 

614
00:33:07,280 --> 00:33:09,600
you know, the eyes dropping art.
Trump, Trump. 

615
00:33:09,600 --> 00:33:13,040
Wrecked barbell portfolio. 
That's basically what I have 

616
00:33:13,040 --> 00:33:17,440
right now. 
I love that Obi's all in Trump 

617
00:33:17,440 --> 00:33:20,120
and wreck Yeah, but it's all 
good. 

618
00:33:20,720 --> 00:33:22,880
We could talk about this after I
actually really like this this 

619
00:33:22,880 --> 00:33:26,000
stuff that you just dropped that
his AI now launches his own art,

620
00:33:26,000 --> 00:33:28,680
which is super cool. 
But we have stats on the show 

621
00:33:29,280 --> 00:33:32,520
Pop 9 O 59. 
Did you catch a straight what's 

622
00:33:32,520 --> 00:33:34,200
up with you? 
We ever you know, we had to get 

623
00:33:34,200 --> 00:33:35,600
another American on the stage 
right now. 

624
00:33:35,600 --> 00:33:37,000
I mean, what's what's up with 
that? 

625
00:33:37,680 --> 00:33:38,880
What's up, man? 
Wait, wait. 

626
00:33:38,880 --> 00:33:39,880
So what's the question here? 
Did. 

627
00:33:40,200 --> 00:33:41,640
You did you. 
What's your take on all this 

628
00:33:41,640 --> 00:33:43,640
Trump stuff? 
Did you get into this trade? 

629
00:33:43,640 --> 00:33:45,480
Did you get into Melania trade? 
Like what's? 

630
00:33:45,480 --> 00:33:46,800
How has your weekend been with 
that? 

631
00:33:47,480 --> 00:33:51,840
So I had a hockey game that on 
Friday night came back and it 

632
00:33:51,840 --> 00:33:53,680
was like at 9 billion, ten 
billion. 

633
00:33:53,680 --> 00:33:56,360
Everyone was talking about it it
already 2X or whatever. 

634
00:33:56,800 --> 00:33:58,920
And yeah, I bought some, I 
bought some. 

635
00:33:59,000 --> 00:34:01,680
I mean, I never buy enough to 
like make a difference for me, 

636
00:34:01,680 --> 00:34:03,840
but I buy enough that I'm like, 
all right, you know, this, this 

637
00:34:04,000 --> 00:34:08,120
clearly is the meta right now. 
And I think it was in this 

638
00:34:08,120 --> 00:34:11,920
perfect blend, this perfect 
situation of like, obviously 

639
00:34:11,920 --> 00:34:14,040
this is ridiculous. 
But who knows, maybe this will 

640
00:34:14,040 --> 00:34:16,280
be important to the presidency. 
And maybe there's something a 

641
00:34:16,280 --> 00:34:19,760
little bit more than just kind 
of trying to monetize his crypto

642
00:34:19,760 --> 00:34:23,960
fans, you know, and then see, I 
say it kind of just had all the 

643
00:34:23,960 --> 00:34:27,440
pieces you need to to moon like 
crazy. 

644
00:34:27,440 --> 00:34:32,000
And it went from 9 billion to 72
billion FTV in the course of 36 

645
00:34:32,000 --> 00:34:33,800
hours. 
And then when he dropped 

646
00:34:33,800 --> 00:34:36,719
Melania, I was just shocked. 
I was like, this, this is just 

647
00:34:36,719 --> 00:34:39,600
the most boomer dumb move that 
I've ever seen. 

648
00:34:39,600 --> 00:34:42,560
This is what my dad would do. 
This is what the other 70 year 

649
00:34:42,560 --> 00:34:44,360
olds in my life would do. 
It's just the dumbest thing I've

650
00:34:44,360 --> 00:34:46,480
ever seen. 
And it kind of made a mockery of

651
00:34:46,480 --> 00:34:49,199
the whole situation. 
You know, it's just like it it, 

652
00:34:49,199 --> 00:34:52,679
it made it clear that the whole 
point here was to monetize us 

653
00:34:52,679 --> 00:34:55,960
before we started. 
And, you know, so at that point 

654
00:34:56,239 --> 00:34:59,600
I was like, I was like, all 
right, you know, I think I saw a

655
00:34:59,600 --> 00:35:03,320
little bit of what I had. 
I want, you know, Tyler, I was 

656
00:35:03,320 --> 00:35:04,960
in the chat with Tyler. 
He's like, gotta buy Melania 

657
00:35:04,960 --> 00:35:05,960
here. 
You know, he's always thinking 

658
00:35:05,960 --> 00:35:07,480
about the next move. 
I'm thinking about like my 

659
00:35:07,480 --> 00:35:09,000
analysis. 
So that's like the difference 

660
00:35:09,000 --> 00:35:10,160
between me and. 
Tyler, you got to put the 

661
00:35:10,160 --> 00:35:12,280
analysis aside, guys. 
You guys are like too 

662
00:35:12,280 --> 00:35:15,160
statistical with your tweets. 
It's not even. 

663
00:35:15,240 --> 00:35:16,720
Statistical. 
It's not even statistical. 

664
00:35:16,720 --> 00:35:19,720
It's just almost like, it's just
like thinking big picture. 

665
00:35:19,720 --> 00:35:23,000
But at the same time, you have, 
you know, the single most 

666
00:35:23,000 --> 00:35:27,160
powerful person who on the 
entire planet and probably the 

667
00:35:27,160 --> 00:35:29,200
most powerful person on this 
planet has seen for many 

668
00:35:29,200 --> 00:35:31,280
decades, you know, just launched
me. 

669
00:35:31,280 --> 00:35:34,960
And Coin wants the number to go 
up, You know, is very willing to

670
00:35:34,960 --> 00:35:39,560
break norms in the process. 
It's it's pretty hard, you know,

671
00:35:39,560 --> 00:35:42,040
it's pretty hard to get too 
aggressive in betting against 

672
00:35:42,040 --> 00:35:44,680
any of this stuff. 
Yeah, it's pretty. 

673
00:35:44,720 --> 00:35:46,200
It's. 
And you probably want to bet 

674
00:35:46,200 --> 00:35:47,560
with it. 
And then I saw it on Robin Hood 

675
00:35:47,560 --> 00:35:49,480
this morning. 
I like Robin Hood. 

676
00:35:49,480 --> 00:35:52,000
So I, it's just the easiest 
place for me to buy crypto 

677
00:35:52,000 --> 00:35:54,720
because do it on my phone. 
I, I got the money there. 

678
00:35:54,840 --> 00:35:57,520
You know, it's, it's easy. 
It reports taxes from me so I 

679
00:35:57,520 --> 00:35:59,000
don't have to worry about. 
Easy. 

680
00:35:59,600 --> 00:36:02,320
Fucking that up. 
You're quick with that Robin 

681
00:36:02,320 --> 00:36:04,200
Hood, guys. 
Robin Hood's not quick like that

682
00:36:04,200 --> 00:36:06,320
usually. 
Same for Coinbase that I. 

683
00:36:06,320 --> 00:36:08,120
Think this was just a no brainer
here. 

684
00:36:08,200 --> 00:36:10,720
It's like. 
They're a little slower usually.

685
00:36:10,720 --> 00:36:12,920
That's when you know, it's like 
really legit, legit like because

686
00:36:12,920 --> 00:36:14,800
me, for me, I took that train on
Saturday night. 

687
00:36:14,800 --> 00:36:17,400
Like I went crazy big on on 
Trump on Saturday night and I 

688
00:36:17,400 --> 00:36:19,160
went to sleep just because of 
that. 

689
00:36:19,440 --> 00:36:22,680
Like I saw the Coinbase news and
I was like, wait, it's like one 

690
00:36:22,680 --> 00:36:24,520
in the morning. 
Binance and quotas just 

691
00:36:24,520 --> 00:36:26,800
announced. 
Thankfully I was awake and I'm 

692
00:36:26,800 --> 00:36:28,440
like, what's going to happen on 
Sunday morning? 

693
00:36:29,200 --> 00:36:32,520
Well, I think with with these 
exchanges, it's like your word, 

694
00:36:32,680 --> 00:36:34,280
A, is this popular and going to 
do fees? 

695
00:36:34,440 --> 00:36:36,000
B, is it going to get us in 
trouble? 

696
00:36:36,200 --> 00:36:37,880
OK. 
The president's token. 

697
00:36:37,880 --> 00:36:39,600
No, it's not going to get you in
trouble to list it. 

698
00:36:39,800 --> 00:36:41,400
The number one person in the 
country. 

699
00:36:41,600 --> 00:36:44,800
It's it's his name too. 
It's doing more fees than pretty

700
00:36:44,800 --> 00:36:46,880
much anything in history. 
So obviously you're just going 

701
00:36:46,880 --> 00:36:48,160
to front, you're going to rush 
that. 

702
00:36:48,160 --> 00:36:51,280
Like that's not too surprising. 
Yeah. 

703
00:36:51,320 --> 00:36:54,440
I mean, I had some people saying
after Robin Hood that that that 

704
00:36:54,440 --> 00:36:58,240
was the final catalyst, but 
obviously it feels a little 

705
00:36:58,240 --> 00:37:00,560
silly when he's about to be 
present for four years and it's 

706
00:37:00,560 --> 00:37:01,640
named after him. 
So. 

707
00:37:02,480 --> 00:37:05,960
But Tyler, I'm curious your 
thoughts on AI tokens because I 

708
00:37:05,960 --> 00:37:13,160
think the thing about AI tokens 
is that, but the the bull 

709
00:37:13,160 --> 00:37:15,880
narrative was always a joke. 
Like these were just meme coins.

710
00:37:15,960 --> 00:37:18,280
It's like, yes, it's the 
utility's a joke. 

711
00:37:18,440 --> 00:37:21,720
These are clearly attention 
driven meme coins and the bots 

712
00:37:21,720 --> 00:37:25,160
are good at getting attention. 
And the whole cabal was out, not

713
00:37:25,160 --> 00:37:27,480
the cabal, but everyone was out 
there talking about like how 

714
00:37:27,480 --> 00:37:29,680
great they are. 
Like that's just like the crypto

715
00:37:29,680 --> 00:37:32,680
pump and it but once that goes 
away and there's no there there,

716
00:37:33,160 --> 00:37:35,920
it's very, very hard to recover.
You know, and right now it's 

717
00:37:35,920 --> 00:37:39,040
clear that D Gen. attention is a
limited resource. 

718
00:37:39,040 --> 00:37:41,080
D Gen. money is a limited 
resource. 

719
00:37:41,320 --> 00:37:43,840
Like yes, more money comes in, 
but those guys aren't going to 

720
00:37:43,840 --> 00:37:46,680
be out there buying AI16Z. 
Like the people buying the Trump

721
00:37:46,680 --> 00:37:48,560
coin aren't something Oh shit, I
love Trump. 

722
00:37:48,560 --> 00:37:51,360
But now what I really like is 
AI16Z like that's not happening.

723
00:37:51,560 --> 00:37:55,000
So all that like all the 
attention that we had has gone 

724
00:37:55,000 --> 00:37:57,400
to this new thing of like 
politics tokens. 

725
00:37:57,480 --> 00:37:58,800
So what brings the attention 
back? 

726
00:37:58,800 --> 00:38:01,840
Like I find like attention and 
pumps are like are kind of dream

727
00:38:01,840 --> 00:38:03,720
driven. 
And when that dream goes away, 

728
00:38:03,960 --> 00:38:06,400
if there's not like, like what 
what Amanda was saying about 

729
00:38:06,400 --> 00:38:09,440
radium, like real fees and real 
buybacks that like pump 

730
00:38:09,440 --> 00:38:12,760
something which like, what is it
that creates the second 

731
00:38:12,760 --> 00:38:15,280
mountain? 
No, I think you're spot on. 

732
00:38:15,280 --> 00:38:17,640
Like right before you joined, I 
basically gave my take that I 

733
00:38:17,640 --> 00:38:21,200
think the meta is on pause. 
Well, let's see. 

734
00:38:21,880 --> 00:38:24,680
I mean, I've called, I've said 
like this is a bubble and I 

735
00:38:24,680 --> 00:38:27,400
thought the bubble was going to 
get bigger, but this is a 

736
00:38:28,960 --> 00:38:31,880
potential black, Black Swan. 
It was lower last Monday though,

737
00:38:31,880 --> 00:38:33,760
right guys? 
Like it went to 1010 Bill. 

738
00:38:34,400 --> 00:38:36,000
It went to 10. 
I think it's coming back. 

739
00:38:36,000 --> 00:38:38,640
You know, it just, it just made 
too much of an impact to 

740
00:38:38,640 --> 00:38:41,760
disappear. 
And I think there were very few 

741
00:38:41,760 --> 00:38:43,240
things that could have stopped 
this movement. 

742
00:38:43,240 --> 00:38:46,280
And one of those few things is 
Donald Trump launching a fucking

743
00:38:46,280 --> 00:38:46,920
coin. 
But. 

744
00:38:48,680 --> 00:38:50,800
Melania like that? 
Doesn't I do think I do think 

745
00:38:50,800 --> 00:38:54,920
this is going to create a lot of
liquidity across crypto and I do

746
00:38:54,920 --> 00:38:58,800
think a lot of people who are 
big in AI sold by this and a lot

747
00:38:58,800 --> 00:39:03,640
of them will rotate some profits
back into AII do think that's 

748
00:39:03,640 --> 00:39:06,040
going to happen. 
So it's just a case of like 

749
00:39:06,040 --> 00:39:09,000
timing that move because I think
the same people who are pushing 

750
00:39:09,040 --> 00:39:13,640
AI will continue to push AI once
this, you know, once they've 

751
00:39:13,640 --> 00:39:15,480
made money on this Trump thing. 
But right now it just feels like

752
00:39:15,480 --> 00:39:19,800
the move is people want to full 
port Trump, make that money and 

753
00:39:19,800 --> 00:39:23,400
then put it into other stuff. 
And I do think we'll, I think AI

754
00:39:23,400 --> 00:39:27,480
will have another resurgence. 
And it's just a case of, you 

755
00:39:27,480 --> 00:39:30,240
know, like you, you know, Trump,
the Trump trade from here is 

756
00:39:30,240 --> 00:39:33,400
maybe you're looking at like 
234X, maybe 10X if you think 

757
00:39:33,400 --> 00:39:37,040
you're like absolutely insane. 
Whereas this AI staff, there's 

758
00:39:37,040 --> 00:39:39,760
probably a lot of 50 to 100 XS 
out there that you can gamble on

759
00:39:39,760 --> 00:39:42,560
smaller size. 
So I do think capital comes back

760
00:39:42,560 --> 00:39:47,200
here because it's a different 
risk return profile than than 

761
00:39:47,200 --> 00:39:50,560
than Trump is right now. 
Because for Trump, I think you 

762
00:39:50,560 --> 00:39:52,920
have to play it on larger size 
to, to, to make good money. 

763
00:39:52,920 --> 00:39:55,400
Where was I don't think you'll 
have to, but you can get a lot 

764
00:39:55,440 --> 00:39:57,120
of people coming in. 
So I do think it will come back.

765
00:39:57,240 --> 00:39:58,480
I don't think it's going to 
disappear. 

766
00:39:58,760 --> 00:40:01,520
I think these agents will get 
better in terms of doing cool 

767
00:40:01,520 --> 00:40:02,720
shit. 
You know, I think we launched 

768
00:40:02,720 --> 00:40:04,880
something today that was quite 
cool and. 

769
00:40:06,680 --> 00:40:07,760
I do think it's going to come 
back. 

770
00:40:08,000 --> 00:40:10,480
It's just a case of do you want 
to gamble by like selling it 

771
00:40:10,480 --> 00:40:13,680
now, going to Trump and hoping 
to buy it back lower or if 

772
00:40:13,680 --> 00:40:16,080
everyone's going to do that. 
We just miss that, miss that 

773
00:40:16,080 --> 00:40:20,160
low, I think, but that that a, a
agent market cap is going to 

774
00:40:20,200 --> 00:40:23,560
north of 100 billion, 100%. 
There's no doubt in my mind. 

775
00:40:24,360 --> 00:40:25,640
It's just a question of when, I 
think. 

776
00:40:25,960 --> 00:40:29,320
Bolds 100 billion you said? 
Did you guys hear that, that 

777
00:40:29,320 --> 00:40:32,320
that's what I, I mean, more, 
more than in the $4050 range, 

778
00:40:32,320 --> 00:40:34,960
like NFTS went. 
So I like that prediction. 

779
00:40:35,040 --> 00:40:36,800
I think it's going to, I totally
go with all these takes, by the 

780
00:40:36,800 --> 00:40:40,080
way. 
I he's in my opinion, he's so 

781
00:40:40,080 --> 00:40:42,680
right. 
Like if you like what, what 

782
00:40:42,680 --> 00:40:44,080
changed in the conviction level,
right? 

783
00:40:44,320 --> 00:40:46,400
Like for me, like obviously, 
like my only coin is in there is

784
00:40:46,400 --> 00:40:48,320
like far coin, whatever. 
So you can call it AI. 

785
00:40:48,320 --> 00:40:50,200
You can not call it AI, but 
like, it's like, OK, it went 

786
00:40:50,200 --> 00:40:51,920
down and I'm like, well, my 
Commission didn't change. 

787
00:40:51,920 --> 00:40:53,840
If I thought it was going to $5 
yesterday, I still think it's 

788
00:40:53,840 --> 00:40:55,280
going to $5 today. 
Like I don't care. 

789
00:40:55,840 --> 00:40:58,200
So surely your conviction on 
some of these shouldn't change 

790
00:40:58,480 --> 00:41:04,400
if AI like ARC, AISBT, what else
is there? 

791
00:41:05,320 --> 00:41:10,640
AI16Z Yeah. 
So I think stats makes a good 

792
00:41:10,640 --> 00:41:12,360
point though, like let's be 
realistic about it. 

793
00:41:12,360 --> 00:41:16,440
Like the the numbers are like 
artificially high, right? 

794
00:41:16,440 --> 00:41:21,040
Like there, there's no, there's 
nothing backing up AI16Z trading

795
00:41:21,040 --> 00:41:24,200
at a $2 billion valuation, 
right? 

796
00:41:24,280 --> 00:41:27,760
So like that you can have 
conviction in a team and be 

797
00:41:27,760 --> 00:41:30,880
bullish on them, but that's also
different from where it's been 

798
00:41:30,880 --> 00:41:32,720
treated. 
So like I think, and that's part

799
00:41:32,720 --> 00:41:34,080
of the bear case he's laying 
out, right? 

800
00:41:34,080 --> 00:41:36,920
That basically once the bubble 
burst, it's hard to get to blow 

801
00:41:36,920 --> 00:41:38,720
the bubble back up. 
What? 

802
00:41:38,720 --> 00:41:41,840
Makes you so bullish because 
this isn't like I haven't seen 

803
00:41:41,840 --> 00:41:46,760
anything in this space that is 
that is that is value creating 

804
00:41:46,760 --> 00:41:49,720
other than ability to generate 
attention ability to generate 

805
00:41:49,720 --> 00:41:51,760
attention from that's. 
Literally it. 

806
00:41:52,040 --> 00:41:53,840
So that's. 
I think, what about these things

807
00:41:53,840 --> 00:41:55,880
that are specifically good at 
that game? 

808
00:41:56,320 --> 00:41:58,200
Well, I, I, I think that's 
exactly it. 

809
00:41:58,200 --> 00:42:00,440
Like for me, it's not really 
about the tech. 

810
00:42:00,480 --> 00:42:02,920
Like I don't think like I wrote 
a long post about it earlier in 

811
00:42:02,920 --> 00:42:06,120
the year and some of this tech 
is cool it, but you know, these 

812
00:42:06,120 --> 00:42:08,600
are guys who are obviously way 
behind open AI and all these 

813
00:42:08,600 --> 00:42:11,440
guys have been pouring billions 
of dollars into AI for the last 

814
00:42:11,440 --> 00:42:12,960
decade, right? 
It doesn't even scratch the 

815
00:42:12,960 --> 00:42:16,080
surface there. 
However, compared to the AI move

816
00:42:16,080 --> 00:42:19,960
last year when it was not really
that tangible, These agents are 

817
00:42:19,960 --> 00:42:22,040
tangible. 
You can like see them, people 

818
00:42:22,040 --> 00:42:24,440
have seen what AIHBT is doing. 
And to your point, it is they're

819
00:42:24,440 --> 00:42:27,400
great at getting attention. 
And I just think from a top down

820
00:42:27,400 --> 00:42:29,040
view, crypto is all about the 
intention game. 

821
00:42:29,040 --> 00:42:32,280
And right now it's with Trump. 
So I think you will see like 

822
00:42:32,680 --> 00:42:35,120
cooler stuff get launched where 
you start maybe having some like

823
00:42:35,640 --> 00:42:38,640
actual agents that are like 
trading and have full autonomy 

824
00:42:38,640 --> 00:42:39,760
of their wallets and stuff like 
that. 

825
00:42:39,760 --> 00:42:44,840
Like it's it's pretty cool and I
think it will get gone a lot of 

826
00:42:44,840 --> 00:42:46,320
attention. 
I think it will become the next 

827
00:42:46,320 --> 00:42:49,760
like casino. 
Like I think the casino in 

828
00:42:50,000 --> 00:42:56,280
20/20/17 it was IC OS 2020 it 
was D 5/20/21 it was NFT 2024 it

829
00:42:56,280 --> 00:42:59,440
was meme coins. 
And it felt like for 2025 it was

830
00:42:59,520 --> 00:43:02,880
about to be AI agents under the 
guise of this tech is really 

831
00:43:02,880 --> 00:43:04,040
good. 
But really it's just like 

832
00:43:04,320 --> 00:43:06,760
gambling attention, hyper 
gambling attention. 

833
00:43:07,520 --> 00:43:09,360
And then we just had, you know, 
a Black Swan with Trump. 

834
00:43:09,360 --> 00:43:12,200
But I do think it will go back 
to that just because the mind 

835
00:43:12,200 --> 00:43:15,240
share, you can't really ignore 
the mindshare numbers prior to 

836
00:43:15,240 --> 00:43:18,040
this which was insane. 
It was like 7075% mindshare and 

837
00:43:18,040 --> 00:43:21,640
just AI. 
It's interesting hearing like 

838
00:43:21,640 --> 00:43:24,560
hearing this Trump thing be 
called a Black Swan because he's

839
00:43:24,560 --> 00:43:25,920
going to be present for the next
4 years. 

840
00:43:26,200 --> 00:43:29,360
Like he's going to be present is
he's going to be talking about 

841
00:43:29,360 --> 00:43:32,200
crypto a lot. 
Like he's very spontaneous. 

842
00:43:32,520 --> 00:43:33,680
You never know what's going to 
happen. 

843
00:43:33,680 --> 00:43:35,480
He's going to be surprising us 
constantly. 

844
00:43:35,480 --> 00:43:39,080
Like this ain't like a one and 
done type of what the fuck 

845
00:43:39,080 --> 00:43:41,480
moment. 
It is, but I think, you know, by

846
00:43:41,480 --> 00:43:44,640
that argument it's also saying 
like, OK, it's just going to be 

847
00:43:44,640 --> 00:43:47,360
Trump and Trump coin and the 
rest of crypto is dead, I think.

848
00:43:47,440 --> 00:43:49,560
No, it's not just Trump and 
Trump coins, but he's going to 

849
00:43:49,560 --> 00:43:51,760
be directing our attention in 
very random places. 

850
00:43:52,040 --> 00:43:56,000
Yeah, I think they're like, I, 
I, I, I'm curious how much he's 

851
00:43:56,000 --> 00:43:57,480
actually going to direct towards
Trump Coin. 

852
00:43:57,480 --> 00:43:59,680
I mean, he launched Ordinals 2 
weeks ago and he's not talking 

853
00:43:59,680 --> 00:44:02,720
about those like, you know, who 
know, who knows where the 

854
00:44:02,720 --> 00:44:04,840
attention's going to be going. 
I just think we're going to be 

855
00:44:04,920 --> 00:44:06,720
getting whiplashed a lot, you 
know? 

856
00:44:06,760 --> 00:44:09,720
And to me, I saw this weekend, 
like, everyone's just like, what

857
00:44:09,720 --> 00:44:12,880
can I do to please you? 
Like, how can I make money off 

858
00:44:12,880 --> 00:44:15,200
your power? 
And he's going to be playing 

859
00:44:15,200 --> 00:44:17,840
games with that sentiment, I 
think, all over the place. 

860
00:44:18,440 --> 00:44:20,680
By the way, just one one thing 
to note on that 100 billion 

861
00:44:20,680 --> 00:44:24,760
number, don't forget it doesn't 
have to come from existing coins

862
00:44:24,760 --> 00:44:27,160
increasing in market cap. 
It can also come by new coins 

863
00:44:27,440 --> 00:44:28,600
entering. 
Yeah, Batsu. 

864
00:44:29,440 --> 00:44:31,600
Batsu Yum's taking the opposite 
side here. 

865
00:44:31,880 --> 00:44:34,200
I I knew, I knew I knew Batsu be
here. 

866
00:44:34,240 --> 00:44:34,680
I knew it. 
We. 

867
00:44:34,880 --> 00:44:36,680
Should get batsu. 
You should get Batsu. 

868
00:44:37,040 --> 00:44:41,200
Bearish though, like I love 
batsu but like honestly anyone 

869
00:44:41,200 --> 00:44:44,600
who's bearish into today I'm not
taking into account their their 

870
00:44:44,600 --> 00:44:47,120
takes. 
Muted and blocked. 

871
00:44:47,440 --> 00:44:51,200
Muted and blocked. 
But like all of a sudden, mother

872
00:44:51,200 --> 00:44:54,360
fuckers, I was like bearish 
today, three days ago, people 

873
00:44:54,360 --> 00:44:56,600
like just give me executive 
orders on Bitcoin on the 20th 

874
00:44:56,640 --> 00:44:58,760
and yesterday night people like 
what all of a sudden these 

875
00:44:58,760 --> 00:45:00,040
executive orders have been 
deleted. 

876
00:45:00,360 --> 00:45:02,920
Like what they they put into the
to the to the machine like 

877
00:45:02,920 --> 00:45:04,040
you're done. 
You know what I mean? 

878
00:45:04,160 --> 00:45:07,280
Like, I don't know, I just found
that funny in that sense, even 

879
00:45:07,280 --> 00:45:12,080
though I the volatility on this 
market is absolutely insane. 

880
00:45:12,080 --> 00:45:15,440
Question for you guys. 
And I have a another thing to 

881
00:45:15,440 --> 00:45:18,480
ask you all is do you guys think
because this is the market we 

882
00:45:18,480 --> 00:45:22,920
opened this morning, is Donald 
Trump going to mention that 

883
00:45:22,920 --> 00:45:25,000
Trump opened during the 
inauguration? 

884
00:45:26,920 --> 00:45:29,640
20% of myriad users are saying 
yes. 

885
00:45:30,480 --> 00:45:32,360
That's the right, that's the 
right percent. 

886
00:45:32,680 --> 00:45:35,160
I I think I wouldn't. 
I mean, I think it's like a fun,

887
00:45:35,160 --> 00:45:37,280
like cheeky bet. 
I'm not putting like real 

888
00:45:37,280 --> 00:45:39,800
capital at that. 
It's because you can. 

889
00:45:39,840 --> 00:45:41,280
You can. 
So you're good. 

890
00:45:42,640 --> 00:45:46,560
But I mean, if if he does like 
the it's kind of 2X right Is? 

891
00:45:47,720 --> 00:45:49,240
That right, you know, so that 
could be interesting. 

892
00:45:49,240 --> 00:45:52,200
Also a point in one of our 
listeners right now, David Sacks

893
00:45:52,200 --> 00:45:55,600
is the AI crypto Caesar. 
The meta is 100% coming back. 

894
00:45:55,600 --> 00:45:59,600
I mean, hey Trump AIOV that 
could say it's 100 bill. 

895
00:46:02,240 --> 00:46:05,120
So is are people here like what 
was the conclusion are like, 

896
00:46:05,120 --> 00:46:06,640
should people be buying Trump 
right now? 

897
00:46:06,880 --> 00:46:08,680
Or, you know, I mean. 
Like what was the incision? 

898
00:46:09,120 --> 00:46:11,400
Here. 
I think it's going to, I think 

899
00:46:11,400 --> 00:46:13,360
it's going to go higher. 
I mean, it's crazy. 

900
00:46:13,640 --> 00:46:18,880
I think you have to just switch 
off all prices, market cap, how 

901
00:46:18,880 --> 00:46:22,760
much has moved, all that stuff 
and just sort of like close your

902
00:46:22,760 --> 00:46:24,880
eyes and buy like trying to 
like. 

903
00:46:26,360 --> 00:46:28,080
Yeah, we got red beard. 
We got red beard in the 

904
00:46:28,080 --> 00:46:29,120
comments. 
I love red beard. 

905
00:46:29,480 --> 00:46:32,600
This is not bullish, not me in 
this room. 

906
00:46:32,640 --> 00:46:35,080
You guys are not bullish in? 
That one second Benny, one 

907
00:46:35,120 --> 00:46:37,520
second kook. 
Kook is actively saying that 

908
00:46:37,520 --> 00:46:40,640
Baron Coin and Eric Trump Coin 
are coming today. 

909
00:46:41,480 --> 00:46:43,520
So, Benny. 
Benny, are you talking about the

910
00:46:43,520 --> 00:46:46,000
Trump token in in particular? 
Oh, he's somewhat the cups in 

911
00:46:46,040 --> 00:46:50,960
general. 
No, I mean not you're not 

912
00:46:50,960 --> 00:46:52,240
bullish enough. 
I don't like because people got 

913
00:46:52,240 --> 00:46:53,880
to know what to buy. 
So if Benny's going to be in 

914
00:46:53,880 --> 00:46:55,880
there talking so much shit, we 
got to hear what? 

915
00:46:56,000 --> 00:46:58,360
He's coming, trust me, he's on 
his way. 

916
00:46:59,280 --> 00:47:01,280
Believe that he's got the stream
yard link. 

917
00:47:04,280 --> 00:47:06,640
This is so crazy guys. 
I mean, I don't even know what 

918
00:47:06,640 --> 00:47:10,000
to make of this. 
Here's the thing though about 

919
00:47:10,000 --> 00:47:13,240
the training. 
Here's if, if it he and not he 

920
00:47:13,240 --> 00:47:17,240
mentions it and it 2X's like 
that's basically an option 

921
00:47:17,400 --> 00:47:18,960
because if he doesn't say 
anything, it's not like it's 

922
00:47:18,960 --> 00:47:21,080
going to tank. 
I don't think right Like I, I, I

923
00:47:21,080 --> 00:47:23,080
don't think the market's sitting
here saying like, oh, he didn't 

924
00:47:23,080 --> 00:47:24,600
say anything. 
Not Trump token tanks. 

925
00:47:25,080 --> 00:47:26,920
I agree it does, but. 
I don't think he mentions it by 

926
00:47:26,920 --> 00:47:29,320
the way, I I'm going to take the
yes on myriad just because it's 

927
00:47:29,320 --> 00:47:31,600
got a good RR, but like he. 
Didn't even mention. 

928
00:47:32,360 --> 00:47:35,360
He didn't even mention crypto in
the entire RNC. 

929
00:47:35,360 --> 00:47:37,040
He didn't mention crypto 
basically in any of his 

930
00:47:37,040 --> 00:47:38,400
speeches. 
Talking about Bitcoin yesterday.

931
00:47:38,400 --> 00:47:40,200
And in his press conference, he 
didn't mention crypto. 

932
00:47:40,200 --> 00:47:41,480
Once he talked about Bitcoin 
yesterday. 

933
00:47:42,320 --> 00:47:44,160
Yeah, well, now Bitcoin's 
getting a bit more. 

934
00:47:44,280 --> 00:47:49,240
Holy fuck boy, Benny. 
Benny, Where's Benny Gone. 

935
00:47:51,600 --> 00:47:55,720
I'm here, Benny. 
Do you see me? 

936
00:47:56,560 --> 00:47:57,920
Talk to me. 
Yeah. 

937
00:47:57,920 --> 00:48:03,360
Talk to him, OK? 
You are all not bullish enough. 

938
00:48:04,280 --> 00:48:06,520
The sitting president of the 
United States of America. 

939
00:48:06,680 --> 00:48:09,840
OK, let me explain this to you. 
He's the most powerful human 

940
00:48:09,840 --> 00:48:15,440
being in the world, OK? 
He launched a meme coin, a shit 

941
00:48:15,440 --> 00:48:19,280
coin, a coin that has no 
intrinsic value. 

942
00:48:19,280 --> 00:48:22,800
And it's at 50. 
What is that, $12 billion or 

943
00:48:22,800 --> 00:48:24,600
something? 
And you're all sitting there 

944
00:48:24,600 --> 00:48:28,920
like, well, you know, maybe 
let's see where the the shorts 

945
00:48:28,920 --> 00:48:34,040
take a little charts. 
There's nothing 100 trillion 

946
00:48:34,040 --> 00:48:36,920
dollars, put your fucking nuts 
on the table. 

947
00:48:37,160 --> 00:48:39,720
If you believe in anything, if 
you believed in crypto, this 

948
00:48:39,720 --> 00:48:41,320
see, this wasn't doesn't make 
any sense. 

949
00:48:41,600 --> 00:48:45,800
Literally everything we wanted 
to happen for so many years, OK,

950
00:48:45,960 --> 00:48:48,280
it's finally happening and 
everybody's questioning it. 

951
00:48:48,520 --> 00:48:51,200
This is the time you put 
everything in it. 

952
00:48:51,440 --> 00:48:54,200
Yeah, we might have some dips, 
but overall we're going. 

953
00:48:54,320 --> 00:48:57,280
This this is the. 
So what? 

954
00:48:57,720 --> 00:48:59,560
What 4 coins are you buying 
Benny? 

955
00:48:59,560 --> 00:49:01,040
You're. 
Questioning it, It doesn't make 

956
00:49:01,040 --> 00:49:03,160
any sense. 
Give us 4 coins. 

957
00:49:03,160 --> 00:49:06,720
Then you're not listening. 
Buy everything. 

958
00:49:07,280 --> 00:49:10,160
No, no, not like one coin. 
Buy it all. 

959
00:49:10,480 --> 00:49:12,840
AI is going to go up. 
Memes are going to go up. 

960
00:49:12,880 --> 00:49:15,240
Defy is going to go up. 
ICO is going to go up, and it's 

961
00:49:15,400 --> 00:49:16,160
honey. 
One second. 

962
00:49:16,160 --> 00:49:18,240
This is important and the PS are
going to go up. 

963
00:49:18,280 --> 00:49:21,440
OK, This is it. 
This is, this is I'm trying to 

964
00:49:21,440 --> 00:49:22,840
save people. 
I'm trying to save. 

965
00:49:23,440 --> 00:49:25,280
Look at all these people. 
I'm trying to see they're 

966
00:49:25,280 --> 00:49:26,680
selling. 
They're not buying. 

967
00:49:26,800 --> 00:49:30,560
What are you doing? 
What are you people doing? 

968
00:49:30,560 --> 00:49:33,520
Do you understand for the next 
six months we're about to have 

969
00:49:33,520 --> 00:49:36,800
the most massive bull market 
that you have ever seen? 

970
00:49:36,800 --> 00:49:40,280
It's going to melt your face 
into your nuts and you're 

971
00:49:40,320 --> 00:49:44,160
sitting here questioning. 
Things I I agree with Betty. 

972
00:49:44,240 --> 00:49:48,800
What are you questioning? 
It's a jump to question. 

973
00:49:49,040 --> 00:49:51,560
This is we should be bull. 
We should be bull talking the 

974
00:49:51,560 --> 00:49:53,080
whole time. 
Stop. 

975
00:49:53,080 --> 00:49:56,160
Stop worrying your beds are 
down. 

976
00:49:56,840 --> 00:49:58,440
Pick yourself up. 
Realize that you're going to 

977
00:49:58,440 --> 00:50:00,840
have another chance. 
Just because you maybe didn't 

978
00:50:00,840 --> 00:50:02,880
miss you missed one thing 
doesn't mean you're going to 

979
00:50:02,880 --> 00:50:04,640
miss all of it. 
This idea that you're like, Oh 

980
00:50:05,080 --> 00:50:06,120
no, that's it. 
I'm out. 

981
00:50:06,360 --> 00:50:09,040
You're out. 
You're out at the most important

982
00:50:09,040 --> 00:50:12,480
moment in the history of crypto.
I mean, he's going he. 

983
00:50:12,640 --> 00:50:15,280
Every single person on this 
stage, Can you imagine every 

984
00:50:15,600 --> 00:50:20,000
person on this stage? 
Every person on this stage is a 

985
00:50:20,000 --> 00:50:22,440
little important. 
Everyone's fully ported. 

986
00:50:22,480 --> 00:50:23,920
No, we're just talking with 
different tokens. 

987
00:50:23,920 --> 00:50:25,200
A lot of. 
But you're not telling people 

988
00:50:25,200 --> 00:50:26,840
you're not. 
You're not excited enough. 

989
00:50:27,760 --> 00:50:28,760
I need. 
I need. 

990
00:50:28,760 --> 00:50:31,040
I need to hear the heart. 
OK? 

991
00:50:31,560 --> 00:50:33,280
You need to feel it. 
I don't feel it. 

992
00:50:34,320 --> 00:50:38,040
You should be longing. 
That's it. 

993
00:50:38,520 --> 00:50:40,400
I sold my house. 
Yeah. 

994
00:50:41,200 --> 00:50:42,480
Where do you live, by the way? 
Are you? 

995
00:50:42,560 --> 00:50:44,000
Are your daughters in the 
streets? 

996
00:50:45,320 --> 00:50:45,920
You good? 
No, no. 

997
00:50:46,200 --> 00:50:48,720
Well, car, you want to say hi? 
Yeah. 

998
00:50:49,440 --> 00:50:52,000
Hi. 
Hello. 

999
00:50:52,480 --> 00:50:54,360
We live in the snow now. 
We live in the snow. 

1000
00:50:54,360 --> 00:50:56,680
It's totally fine because one 
day I'll buy them a house with 

1001
00:50:56,680 --> 00:51:00,360
all the money I made. 
OK, That's that's what's going 

1002
00:51:00,360 --> 00:51:01,960
on. 
I love that. 

1003
00:51:02,200 --> 00:51:03,760
I love that. 
My point is this. 

1004
00:51:04,800 --> 00:51:08,840
You make money, you buy digital 
art, and you take profits. 

1005
00:51:09,560 --> 00:51:12,800
We are going to take profits on 
everybody else who's coming in. 

1006
00:51:12,960 --> 00:51:15,040
OK? 
When they announced Trump coin 

1007
00:51:15,200 --> 00:51:17,800
on Coinbase, you think your 
favorite racist uncle's not 

1008
00:51:17,800 --> 00:51:20,600
going to be like, yo, I got to 
buy that coin, dude, you dump on

1009
00:51:20,600 --> 00:51:22,160
him. 
This is the game. 

1010
00:51:22,880 --> 00:51:25,440
Crime is legal. 
We've all been waiting for this 

1011
00:51:25,440 --> 00:51:28,760
moment. 
I got to go play with my kids. 

1012
00:51:29,600 --> 00:51:31,520
Have a good one. 
There you go, ladies and 

1013
00:51:31,520 --> 00:51:32,880
gentlemen. 
That was our resident bullish 

1014
00:51:32,880 --> 00:51:38,960
homeless red beard on the show. 
He's been coming on once a week.

1015
00:51:39,480 --> 00:51:41,240
Buy anything and everything 
according to business. 

1016
00:51:41,240 --> 00:51:45,800
Buy everything that's focus. 
Not bullish enough I. 

1017
00:51:49,360 --> 00:51:52,960
Don't know what to say because 
I, I, I, I I never like it when 

1018
00:51:52,960 --> 00:51:56,040
people come on and say buy NFTS 
because most NFTS go down, some 

1019
00:51:56,040 --> 00:51:57,760
go up. 
Like these are cop out 

1020
00:51:57,760 --> 00:51:59,040
statements. 
You got to tell us what's over 

1021
00:51:59,040 --> 00:52:00,280
every buy and then we'll hold 
you to it like. 

1022
00:52:00,440 --> 00:52:01,560
Everything you know bullsh 
though. 

1023
00:52:01,600 --> 00:52:03,240
But. 
For oak what? 

1024
00:52:03,320 --> 00:52:07,000
In these bull markets, more shit
that goes to 0 is created than 

1025
00:52:07,000 --> 00:52:09,480
any other market. 
This is like like you have to 

1026
00:52:09,480 --> 00:52:10,720
pick. 
You should even in these 

1027
00:52:10,720 --> 00:52:12,760
markets, you have to pick the 
right stuff, you know. 

1028
00:52:12,800 --> 00:52:15,120
I think my winners, I have my 
barbell. 

1029
00:52:15,120 --> 00:52:17,160
That was what? 
I was trying to get Benji to say

1030
00:52:17,480 --> 00:52:19,200
OK. 
Benny buys no, but Benny Jenny 

1031
00:52:19,200 --> 00:52:20,040
buys everything. 
Is yours? 

1032
00:52:20,040 --> 00:52:22,840
Should we buy chromey squiggles 
that have gone from 15 to four 

1033
00:52:23,000 --> 00:52:24,080
in the biggest bull market? 
Ever. 

1034
00:52:24,080 --> 00:52:25,880
Is that what he's saying? 
And he actually buys everything,

1035
00:52:26,000 --> 00:52:28,160
Like everything? 
I think he probably has. 

1036
00:52:28,640 --> 00:52:31,720
The most, but like I just wanted
him to give us 4 tickers, 4 

1037
00:52:31,800 --> 00:52:34,040
tickers. 
That was all I wanted because 

1038
00:52:34,040 --> 00:52:37,600
that we can hold you to that. 
We can hold you to Can you still

1039
00:52:37,600 --> 00:52:39,600
out? 
There, he doesn't. 

1040
00:52:39,720 --> 00:52:42,240
Like the long term bull case. 
So like maybe this pulls us back

1041
00:52:42,240 --> 00:52:47,040
to like a larger discussion. 
If you think Bitcoin's going to 

1042
00:52:47,680 --> 00:52:52,600
if you think Bitcoin's going to 
go to 150 K in the next quarter 

1043
00:52:52,760 --> 00:52:55,960
because of a strategic reserve, 
you think the Trump coin's going

1044
00:52:55,960 --> 00:52:59,920
to create a lot of wealth on 
chain eventually that will 

1045
00:52:59,920 --> 00:53:01,840
rotate like through the hyper 
near term. 

1046
00:53:01,840 --> 00:53:03,000
Like we were talking about 
nuance. 

1047
00:53:03,000 --> 00:53:05,280
Like should you hold your AI 
queen today or not? 

1048
00:53:05,280 --> 00:53:08,240
That is a much different 
conversation than the whole 

1049
00:53:09,120 --> 00:53:12,320
space is going to go up. 
And I don't know if chill guy is

1050
00:53:12,320 --> 00:53:13,440
ever going to make a new all 
time high. 

1051
00:53:13,440 --> 00:53:15,640
I would actually bet against it,
ever make an all time high. 

1052
00:53:15,640 --> 00:53:19,280
So I don't think that bag is 
going to go up, but I think the 

1053
00:53:19,320 --> 00:53:21,680
AI sector is going to stick 
around. 

1054
00:53:21,960 --> 00:53:25,240
Then it probably does go higher 
over time, right? 

1055
00:53:25,680 --> 00:53:28,680
I agree with that, Tyler. 
So let's put up, just pull this 

1056
00:53:28,680 --> 00:53:29,640
up. 
That's all I need. 

1057
00:53:29,640 --> 00:53:31,360
That's the only chart that 
really matters right now, right?

1058
00:53:31,920 --> 00:53:36,000
It's crypto total market cap. 
We're at 3 1/2 trillion dollars 

1059
00:53:36,000 --> 00:53:38,680
this morning, right? 
That's where we are now. 

1060
00:53:39,320 --> 00:53:42,600
Where do you guys think it goes?
My take going into the cycle was

1061
00:53:42,600 --> 00:53:44,200
that we we're going to $10 
trillion. 

1062
00:53:46,080 --> 00:53:48,120
Damn, that's a big, big move 
from here, right? 

1063
00:53:48,120 --> 00:53:50,520
Like from to go from three to 
10. 

1064
00:53:50,520 --> 00:53:53,840
Yeah, but on like the entire 
crypto market cap, like that's 

1065
00:53:53,840 --> 00:53:57,040
crazy, crazy prices and a lot of
stuff. 2.8 X here. 

1066
00:53:57,880 --> 00:54:02,040
I mean, I have to say in the 
last 72 hours I've gone from 

1067
00:54:02,040 --> 00:54:06,560
wanting to sell everything that 
I own to full porting the most 

1068
00:54:06,600 --> 00:54:08,680
random ship back and forth 
multiple times. 

1069
00:54:08,680 --> 00:54:13,920
So taking a step back, it kind 
of tells me we may be closer to 

1070
00:54:13,920 --> 00:54:15,720
the top than I think people 
think we are. 

1071
00:54:15,720 --> 00:54:20,040
But maybe that's in terms of 
like timing and not in terms of 

1072
00:54:20,040 --> 00:54:22,360
price action. 
You know, like the most violent 

1073
00:54:22,360 --> 00:54:25,360
price action which causes the 
blow off top tends to happen in 

1074
00:54:25,360 --> 00:54:29,560
the last 10 to 20% of the rally.
And there's an argument to say 

1075
00:54:29,560 --> 00:54:31,680
maybe we're getting there with 
what we're about to see. 

1076
00:54:31,680 --> 00:54:35,360
So I think there's a really good
chance we're about to go a lot, 

1077
00:54:35,360 --> 00:54:38,320
lot higher. 
But I think your game plan 

1078
00:54:38,520 --> 00:54:41,800
should be to and my game plan 
should be to try and sell into 

1079
00:54:41,800 --> 00:54:46,120
that rather than like buying 
that momentum or at least take 

1080
00:54:46,120 --> 00:54:48,120
some profits. 
You know, like I've taken a lot 

1081
00:54:48,120 --> 00:54:51,000
of profits, some this year, a 
lot last year. 

1082
00:54:51,080 --> 00:54:53,560
And I'm kind of just like 
gambling with house money now. 

1083
00:54:53,960 --> 00:54:55,520
But there are a lot of people 
out there who haven't taken 

1084
00:54:55,520 --> 00:54:59,640
profits and who are up big and a
lot of those people will end up 

1085
00:54:59,640 --> 00:55:03,000
round tripping like that. 
That is didn't raise your hand 

1086
00:55:03,000 --> 00:55:06,320
there for it. 
But a lot of a lot of people, a 

1087
00:55:06,320 --> 00:55:09,680
lot of people will. 
And that's just how it is 

1088
00:55:09,680 --> 00:55:12,440
because people find it hard to 
sell into blood as well. 

1089
00:55:12,440 --> 00:55:18,200
So I think I think you may not 
just like have some profits in 

1090
00:55:18,200 --> 00:55:19,840
the bag if you're up big right 
now. 

1091
00:55:20,280 --> 00:55:22,480
And I think you're meant to have
some decent skin in the game for

1092
00:55:22,480 --> 00:55:25,320
what's the next move higher. 
And I think you're going to sell

1093
00:55:25,320 --> 00:55:28,200
decent chunk into that and then 
whatever, like we'll see what 

1094
00:55:28,200 --> 00:55:31,160
happens after that. 
But yeah, that's kind of that's 

1095
00:55:31,360 --> 00:55:33,040
how I'm thinking about it. 
That's my game plan. 

1096
00:55:33,120 --> 00:55:34,800
I'm liking this cup and handle 
here. 

1097
00:55:34,920 --> 00:55:38,280
Tyler on the total 3 including 
VTC. 

1098
00:55:38,280 --> 00:55:40,120
It's all. 
I mean, if we pull back 

1099
00:55:40,160 --> 00:55:43,360
everything we've been like we 
are Larping if, if we're, if we 

1100
00:55:43,360 --> 00:55:45,120
flip bearisher on everything 
that we've said. 

1101
00:55:45,200 --> 00:55:49,000
I am not flipping shit. 
Like everything that we've said,

1102
00:55:49,440 --> 00:55:51,960
like we are on now the cusp of 
playing out at a macro level for

1103
00:55:51,960 --> 00:55:56,920
crypto, for for Bitcoin and the 
crypto majors, I think. 

1104
00:55:56,920 --> 00:56:00,520
Let's figure it. 
Out rating Alton memes we have 

1105
00:56:00,520 --> 00:56:01,800
the. 
Comments are asking about this 

1106
00:56:01,800 --> 00:56:03,320
coupe tweet. 
Should we talk about that too? 

1107
00:56:03,960 --> 00:56:06,200
Can we come back to it in a 
little bit just because we've 

1108
00:56:06,200 --> 00:56:09,000
already went down to the Trump 
train, like for a little bit, 

1109
00:56:10,880 --> 00:56:15,280
like the strategic reserve 
potentially happening? 

1110
00:56:16,200 --> 00:56:18,160
Yeah. 
If that doesn't happen, perhaps 

1111
00:56:18,160 --> 00:56:19,960
the rally is a little bit 
calmer. 

1112
00:56:19,960 --> 00:56:24,480
If it does happen, I think we we
grind up to 15250 is the cycle 

1113
00:56:24,520 --> 00:56:26,840
peak. 
So that puts Bitcoin at 5 

1114
00:56:27,840 --> 00:56:29,240
trillion. 
No, 6 trillion. 

1115
00:56:29,520 --> 00:56:32,040
That's how you get to 10 is 
Bitcoin at 2:50. 

1116
00:56:32,520 --> 00:56:37,080
And then you have eats soul and 
some new memes probably filling 

1117
00:56:37,080 --> 00:56:41,640
in 100 billion or so. 
A few 100 billion, you have 

1118
00:56:41,640 --> 00:56:44,560
BlackRock and the infinite 
financial advisor TWAP 

1119
00:56:44,880 --> 00:56:48,120
continuing to come out. 
You have a pro crypto American 

1120
00:56:48,120 --> 00:56:51,320
environment where more funds are
just broadly invested in the 

1121
00:56:51,320 --> 00:56:52,920
sector. 
I think that bull case is still 

1122
00:56:52,920 --> 00:56:55,280
like like it's brighter than 
ever. 

1123
00:56:55,800 --> 00:56:59,920
So like saying that that's all 
like 180 changed because the 

1124
00:56:59,920 --> 00:57:01,520
Trump's launched a couple meme 
coins. 

1125
00:57:02,720 --> 00:57:06,240
I I can't, I can't discount the 
entire bull case because of 

1126
00:57:06,240 --> 00:57:07,880
that. 
Yeah, you know what I mean. 

1127
00:57:07,880 --> 00:57:10,040
You and you see me talk in the 
chat, we talk everyday, but I, 

1128
00:57:10,040 --> 00:57:12,960
I, I, there's not, I cannot, I'm
not capable of being bearish. 

1129
00:57:13,160 --> 00:57:15,040
I know what always says like 
being having gone through this 

1130
00:57:15,040 --> 00:57:19,080
weekend, like the cycle of like 
all in to all out to all back 

1131
00:57:19,080 --> 00:57:21,720
in. 
It's like, you know, like 

1132
00:57:21,720 --> 00:57:23,760
there's you're like, Oh my God, 
like what's going on? 

1133
00:57:23,800 --> 00:57:25,880
But I am, I'm incapable of 
feeling bearishness. 

1134
00:57:25,920 --> 00:57:28,560
I think what we're seeing right 
now is the market's too 

1135
00:57:28,560 --> 00:57:30,320
volatile. 
The majors, like a lot of people

1136
00:57:30,320 --> 00:57:31,760
like say, oh, Milan dropped a 
coin. 

1137
00:57:31,760 --> 00:57:33,800
It's top. 
It wasn't millennia like Bitcoin

1138
00:57:33,800 --> 00:57:36,920
went sub 100K for a second 
yesterday from one O 8. 

1139
00:57:37,200 --> 00:57:40,120
Like that was a big move down. 
So obviously naturally, like all

1140
00:57:40,120 --> 00:57:42,800
our coins nuke dude, like you 
know, all the meme coins And 

1141
00:57:42,800 --> 00:57:46,120
then Solana now just shot back 
up to 275 this morning, now 

1142
00:57:46,120 --> 00:57:49,560
sitting at 2:55, you know, kind 
of ranging between 2:52 sixty. 

1143
00:57:49,560 --> 00:57:52,040
So naturally your memes are 
going to be up and down the most

1144
00:57:52,040 --> 00:57:55,560
like I've seen my far coin 
swings this morning are fucking 

1145
00:57:55,560 --> 00:57:58,680
crazy like it's just it's just 
the name of the game, right? 

1146
00:57:58,680 --> 00:58:01,400
I I truly strongly, strongly, 
strongly believe that this AI 

1147
00:58:01,400 --> 00:58:04,120
trade, for example, I'll just 
cycling back to AI is going to 

1148
00:58:04,120 --> 00:58:05,840
be back in a week. 
We just need to chill. 

1149
00:58:05,840 --> 00:58:09,040
Meaning not us, meaning not the 
participants in crypto in 

1150
00:58:09,040 --> 00:58:11,560
general. 
We just had Trump launch or 

1151
00:58:11,560 --> 00:58:14,080
family right launch 2 meme coins
where there's two different 

1152
00:58:14,080 --> 00:58:15,200
teams. 
I don't care because it is two 

1153
00:58:15,200 --> 00:58:17,480
different teams. 
I'm 99% sure right. 

1154
00:58:17,760 --> 00:58:20,400
So it's like, and now today's 
inauguration, let's wait for 

1155
00:58:20,400 --> 00:58:21,800
that. 
Let's see that what goes on. 

1156
00:58:21,800 --> 00:58:23,720
We're all speculating, even 
internal, but what is he going 

1157
00:58:23,720 --> 00:58:24,720
to announce? 
Is he going to be free? 

1158
00:58:24,720 --> 00:58:26,600
We don't even know if it's going
to free Ross for real today or 

1159
00:58:26,600 --> 00:58:27,680
not. 
We don't even know if there's 

1160
00:58:27,680 --> 00:58:28,920
going to be a Bitcoin strategic 
reserve. 

1161
00:58:29,160 --> 00:58:31,720
Is that strategic reserve going 
to have XRP Ethan Soul? 

1162
00:58:31,880 --> 00:58:34,920
Maybe, maybe not, maybe just 
ETH, maybe this, maybe that 

1163
00:58:34,920 --> 00:58:37,080
right? 
Is he instead of doing that, is 

1164
00:58:37,080 --> 00:58:38,840
he going to announce that 
there's they're not selling the 

1165
00:58:38,960 --> 00:58:41,160
keep that man? 
He could also do an EO that 

1166
00:58:41,160 --> 00:58:42,840
they're not selling the Bitcoin 
that they have remaining. 

1167
00:58:43,160 --> 00:58:44,280
I believe that's what's going to
happen. 

1168
00:58:44,280 --> 00:58:46,680
My calls for today's like 
strategic reserve is going to be

1169
00:58:46,680 --> 00:58:50,480
later is that he keeps the 
Bitcoin and do they freeze Ross?

1170
00:58:50,600 --> 00:58:52,480
That's enough for me to remain 
bullish. 

1171
00:58:52,480 --> 00:58:55,320
I mean, Ross, even this sounds 
like a little thing. 

1172
00:58:55,320 --> 00:58:56,880
It's enough for me to remain 
bullish because that was a 

1173
00:58:56,880 --> 00:58:58,560
promise he made and he's holding
the promise. 

1174
00:58:59,000 --> 00:59:01,160
So that means, oh surely he 
pulled the rest of the promises.

1175
00:59:01,520 --> 00:59:04,160
So we'll see. 
But I think it's like too soon 

1176
00:59:04,160 --> 00:59:06,960
to call anything quits or down. 
I generally think you guys are 

1177
00:59:06,960 --> 00:59:09,360
going to be back 2X in the next 
like 2 weeks. 

1178
00:59:09,960 --> 00:59:10,840
Seriously. 
Like. 

1179
00:59:11,280 --> 00:59:13,160
I think there's two pieces to 
what Tyler's talking about. 

1180
00:59:13,160 --> 00:59:16,160
The first is like is that crypto
has outperformed other risk 

1181
00:59:16,160 --> 00:59:17,360
assets. 
Everything. 

1182
00:59:18,160 --> 00:59:20,680
Crisco's outperformed everything
and that is like Trump alpha. 

1183
00:59:20,880 --> 00:59:24,720
That is basically saying like, 
yes, like Trump is clearly going

1184
00:59:24,720 --> 00:59:27,280
to be, is going to want asset 
prices to go up. 

1185
00:59:27,320 --> 00:59:29,840
Like that's just his thing. 
He was obsessed with stock 

1186
00:59:29,840 --> 00:59:32,840
market performance last term. 
He's already, you know, so, so 

1187
00:59:32,840 --> 00:59:35,240
he's going to want risk assets, 
but he's somewhat limited by 

1188
00:59:35,240 --> 00:59:36,920
inflation. 
He's somewhat limited by the 10 

1189
00:59:36,920 --> 00:59:40,040
year bond as far as like as far 
as what the market thinks the 

1190
00:59:40,040 --> 00:59:41,600
tenure is going to do. 
Like these are all things he's 

1191
00:59:41,600 --> 00:59:44,400
going to that are going to have 
an impact on stocks because even

1192
00:59:44,400 --> 00:59:47,120
if he gets super loose and takes
interest rates to zero, yeah, 

1193
00:59:47,280 --> 00:59:49,320
tenure could go up 'cause people
are like, holy shit, this can be

1194
00:59:49,320 --> 00:59:51,400
super inflationary. 
Like this is going to lead to an

1195
00:59:51,400 --> 00:59:54,880
inflationary bust that like 
making markets go up is a bit of

1196
00:59:54,880 --> 00:59:57,480
a tightrope. 
That said, there's a huge alpha 

1197
00:59:57,480 --> 01:00:00,880
piece, which is that we have a 
pro crypto president who said he

1198
01:00:00,880 --> 01:00:03,880
has a price target for Bitcoin. 
He has this entire community by 

1199
01:00:03,880 --> 01:00:05,600
a string. 
They do what he wants. 

1200
01:00:05,760 --> 01:00:08,800
Like he could create a global 
round of people wanting to buy 

1201
01:00:08,800 --> 01:00:11,040
Bitcoin because they feel like 
the US is like, these are all 

1202
01:00:11,040 --> 01:00:14,520
like just very crypto specific, 
like alpha oriented things. 

1203
01:00:14,680 --> 01:00:17,760
And I think there was a minute 
yesterday, maybe an hour, two 

1204
01:00:17,760 --> 01:00:19,760
hours. 
When that Melania token was was 

1205
01:00:19,760 --> 01:00:22,680
launched where people like this 
is not a serious person, like 

1206
01:00:22,800 --> 01:00:24,760
this is not someone who is 
legit. 

1207
01:00:24,760 --> 01:00:25,920
This is not someone who is 
serious. 

1208
01:00:25,920 --> 01:00:27,960
This is someone who's literally 
just taking us for a ride. 

1209
01:00:28,120 --> 01:00:29,800
And the world is going to start 
to see that. 

1210
01:00:29,920 --> 01:00:32,120
And I think that was the 
sentiment for two hours and then

1211
01:00:32,120 --> 01:00:34,480
we completely forgot about it. 
But I think there was this and, 

1212
01:00:34,480 --> 01:00:38,240
and, and because that sentiment 
is destructive to that alpha 

1213
01:00:38,240 --> 01:00:40,880
piece that has led to crypto 
outperforming everything so 

1214
01:00:40,880 --> 01:00:42,680
aggressively. 
Then three hours later, I was 

1215
01:00:42,680 --> 01:00:44,080
like, wait, what the fuck are we
talking about? 

1216
01:00:44,120 --> 01:00:47,280
Like the most powerful man in 
the country in the world wants 

1217
01:00:47,280 --> 01:00:50,160
crypto to go up. 
Like, who cares if this feels a 

1218
01:00:50,160 --> 01:00:53,760
bit like a grift, like get on 
board, you know, and I but I 

1219
01:00:53,760 --> 01:00:55,760
think there was, I think that 
was what happened yesterday. 

1220
01:00:55,760 --> 01:00:58,920
There was just this two to three
hours where like we, we were all

1221
01:00:58,920 --> 01:01:00,640
in on this token being something
real. 

1222
01:01:00,800 --> 01:01:03,200
And when he launched the Melania
one, there was just like, wait, 

1223
01:01:03,200 --> 01:01:05,040
none of this is real. 
This is all just trying to 

1224
01:01:05,040 --> 01:01:07,000
monetize his audience. 
That's kind of bullshit. 

1225
01:01:07,360 --> 01:01:09,360
And that's not what we're 
excited about. 

1226
01:01:09,360 --> 01:01:11,320
That's not kind of what we 
signed up for at the Bitcoin 

1227
01:01:11,320 --> 01:01:12,800
conference. 
When he came and said he was 

1228
01:01:12,800 --> 01:01:14,360
going to make this ass. 
It wasn't like that. 

1229
01:01:14,360 --> 01:01:16,360
He's going to launch two tokens 
over the course of two days that

1230
01:01:16,360 --> 01:01:17,960
make billions of dollars. 
That wasn't what we signed up 

1231
01:01:17,960 --> 01:01:20,800
for and like there was just a 
hint of like fuck this isn't 

1232
01:01:20,800 --> 01:01:23,800
what we wanted and then 
literally 3 hours later I even 

1233
01:01:23,800 --> 01:01:25,320
forgot about it. 
But that that was kind of like 

1234
01:01:25,320 --> 01:01:26,800
my read and how like the weekend
went. 

1235
01:01:28,120 --> 01:01:29,080
Yeah. 
I mean, I like this take that 

1236
01:01:29,080 --> 01:01:31,560
you just sent Tyler. 
That's a ceremony starting. 

1237
01:01:31,560 --> 01:01:33,200
I'm curious. 
And then obviously, we're going 

1238
01:01:33,200 --> 01:01:36,080
to end soon. 
But Jake Chervinski saying today

1239
01:01:36,080 --> 01:01:38,160
marks the beginning of a 
dramatic shift in US crypto 

1240
01:01:38,160 --> 01:01:40,440
policy. 
The goal is for good regulation 

1241
01:01:40,440 --> 01:01:44,640
that lets 1000 flowers bloom. 
The approach of the last four 

1242
01:01:44,640 --> 01:01:46,320
years was to kill the entire 
Meadow. 

1243
01:01:46,320 --> 01:01:50,800
The risk now is that 1000 scams 
boom, the weeds choke out the 

1244
01:01:50,800 --> 01:01:52,760
flowers. 
Tyler, you just said that. 

1245
01:01:52,960 --> 01:01:56,400
What do you think of this? 
Yeah, I think he's he's spot on,

1246
01:01:56,480 --> 01:01:58,480
right. 
So like the the bull case is 

1247
01:01:58,600 --> 01:02:03,360
that good regulation, a crypto 
friendly American crypto policy 

1248
01:02:03,760 --> 01:02:06,520
brings in a crypto boom. 
And we have we have an influx of

1249
01:02:06,520 --> 01:02:10,400
builders, we have an influx of 
capital into the sector. 

1250
01:02:11,480 --> 01:02:14,560
The risk is that everyone does 
the Mark Cuban take and says 

1251
01:02:14,560 --> 01:02:19,000
crypto is full on scam and it 
just totally lost its legitimacy

1252
01:02:19,000 --> 01:02:20,320
and it's never going to get it 
back. 

1253
01:02:23,600 --> 01:02:28,000
And like the yesterday that was 
like seemingly consensus like or

1254
01:02:28,000 --> 01:02:31,040
at least half of the time I was 
saying that take basically that 

1255
01:02:31,360 --> 01:02:37,440
crypto is fully delegitimized. 
And my gut reaction to that is 

1256
01:02:37,440 --> 01:02:41,440
if the president launching a 
meme coin delegitimizes Bitcoin,

1257
01:02:41,480 --> 01:02:44,080
Ethereum and Solana, then it was
too fragile to begin with. 

1258
01:02:45,040 --> 01:02:49,040
Yeah, that's it was out. 
There no. 

1259
01:02:49,040 --> 01:02:51,920
But Tyler, it's first of all, I 
think you're right that this, 

1260
01:02:52,440 --> 01:02:57,720
that it's not delegitimizing 
because the, but it can also 

1261
01:02:57,720 --> 01:03:01,360
say, wait a second, this $30,000
rally we just got was maybe a 

1262
01:03:01,360 --> 01:03:03,720
little bit overdone. 
Like that doesn't mean we're 0, 

1263
01:03:03,880 --> 01:03:05,640
doesn't mean it's nothing. 
It just means like we got this 

1264
01:03:05,640 --> 01:03:07,760
huge rally because we thought 
that there was some serious 

1265
01:03:07,760 --> 01:03:09,760
something happening and, and 
this weekend felt very 

1266
01:03:09,760 --> 01:03:12,360
unserious. 
So maybe like that's very 

1267
01:03:12,360 --> 01:03:15,520
different from saying like this 
recent rally, maybe it's a 

1268
01:03:15,520 --> 01:03:16,920
little fragile. 
It's very different from saying 

1269
01:03:16,920 --> 01:03:19,640
the asset class is fragile. 
And I think those are two 

1270
01:03:19,640 --> 01:03:21,600
separate statements. 
And again, I don't think that's 

1271
01:03:21,600 --> 01:03:24,120
true, but I think sometimes we 
get a little sensationalized in 

1272
01:03:24,120 --> 01:03:25,320
the way we talk about this 
stuff. 

1273
01:03:25,640 --> 01:03:27,640
Like, no, it's just we've just 
had a massive rally. 

1274
01:03:27,640 --> 01:03:30,480
Like maybe that was a little 
overdone again, which I both 

1275
01:03:30,480 --> 01:03:31,720
posted this morning about 
Bitcoin. 

1276
01:03:31,720 --> 01:03:34,520
I rarely both post like I'm 
bullish, but I think that 

1277
01:03:34,520 --> 01:03:37,880
sentiment for a little while 
there, like especially because 

1278
01:03:37,880 --> 01:03:39,760
people had the wind knocked out 
of them because they were so 

1279
01:03:39,760 --> 01:03:42,520
long Trump and lost. 
You know, there were argonomo 

1280
01:03:42,520 --> 01:03:44,920
people who got hit pretty hard 
financially and that kind of 

1281
01:03:45,080 --> 01:03:47,480
starts to skew you in very 
strong ways too. 

1282
01:03:48,960 --> 01:03:51,120
Yeah, I mean, let's see, what 
time is it? 

1283
01:03:51,200 --> 01:03:51,960
Oh, go ahead, Tyler. 
No. 

1284
01:03:52,200 --> 01:03:55,080
I was gonna say there's no 
nuance on right. 

1285
01:03:55,080 --> 01:03:57,280
So like I agree with your very 
nuanced response. 

1286
01:03:57,280 --> 01:03:58,520
Like I, I totally agree with 
that. 

1287
01:03:58,920 --> 01:04:00,960
If we don't get the the the 
crypto friendly stuff we were 

1288
01:04:00,960 --> 01:04:03,480
expecting today, I do think 
Bitcoin probably goes back to 

1289
01:04:03,480 --> 01:04:07,360
like 9095 I think. 
What what time is the are people

1290
01:04:07,360 --> 01:04:09,240
expecting this stuff? 
When's it because I'm alive? 

1291
01:04:09,240 --> 01:04:11,000
If you're watching us some 
video, this is a live stream 

1292
01:04:11,000 --> 01:04:12,400
right now. 
Like this is literally happening

1293
01:04:12,400 --> 01:04:14,360
right now. 
Here's the Trump family. 

1294
01:04:14,440 --> 01:04:17,320
Service tea at the White House, 
Swearing in ceremony. 

1295
01:04:18,960 --> 01:04:22,120
Farewell to Biden, but so like 
that. 

1296
01:04:22,120 --> 01:04:25,680
I think the inauguration in 
theory starts noon Eastern I 

1297
01:04:25,680 --> 01:04:27,760
believe. 
So this is like a prequel? 

1298
01:04:28,400 --> 01:04:30,680
Oh, that's three, OK. 
So this is like I think this is 

1299
01:04:30,680 --> 01:04:31,640
the OR where are they? 
Are they? 

1300
01:04:31,880 --> 01:04:33,480
Is this the Rotunda or is this 
the? 

1301
01:04:33,480 --> 01:04:35,400
Capital, Washington. 
Capitol. 

1302
01:04:36,040 --> 01:04:39,320
No, You see that Kim Cook that's
sitting next to the Google guy? 

1303
01:04:39,320 --> 01:04:43,400
What's his name? 
Fucking guy in front of Google. 

1304
01:04:43,400 --> 01:04:45,440
My God. 
And then the key is after the 

1305
01:04:45,440 --> 01:04:48,920
ceremony, they go basically 
straight to the the signing room

1306
01:04:48,920 --> 01:04:50,600
ceremony. 
Yeah. 

1307
01:04:50,600 --> 01:04:53,480
So basically we we need to know 
and I haven't found a specific 

1308
01:04:53,480 --> 01:04:55,560
time and when that is, my guess 
is it's probably in a couple 

1309
01:04:55,560 --> 01:04:59,800
hours after this. 
And then we need the live stream

1310
01:04:59,840 --> 01:05:02,720
of what he's citing. 
And Bloomberg like basically 

1311
01:05:02,720 --> 01:05:06,080
like released a lot of the alpha
for the executive orders, but he

1312
01:05:06,080 --> 01:05:07,960
didn't share anything crypto 
wise. 

1313
01:05:07,960 --> 01:05:10,760
So that's the other potential 
out here is if it like if it 

1314
01:05:10,760 --> 01:05:15,360
leaks in the next couple hours 
of like potential bills because 

1315
01:05:15,360 --> 01:05:18,440
Bloomberg has it or something 
again. 

1316
01:05:18,440 --> 01:05:21,120
So there's a lot of a lot of 
volatility here in ranges of 

1317
01:05:21,120 --> 01:05:23,920
outcomes. 
Zuckerberg in front row here. 

1318
01:05:24,080 --> 01:05:27,320
You have Sergey Brin and Tim 
Cook sitting next to each other.

1319
01:05:27,640 --> 01:05:30,840
You have Jeff Bezos right there.
There's the Zuck. 

1320
01:05:31,560 --> 01:05:33,680
There's a lot of money in that 
room, man. 

1321
01:05:33,880 --> 01:05:36,520
Holy shit. 
The new Zuck looks like Dave 

1322
01:05:36,520 --> 01:05:39,400
Portnoy. 
Dude straight up, I want to know

1323
01:05:39,400 --> 01:05:40,400
what watch he's sporting right 
now. 

1324
01:05:40,400 --> 01:05:42,760
This guy's like high T right now
dude sort of guy. 

1325
01:05:42,760 --> 01:05:44,880
He's like got a crazy watch 
collection and everything. 

1326
01:05:44,880 --> 01:05:47,040
Look at this is Jet. 
OK, so they put Bezos next to 

1327
01:05:47,040 --> 01:05:48,680
Zuck. 
Love that power move. 

1328
01:05:49,280 --> 01:05:53,000
They put Bryn next to Tim Cook. 
It's kind of chat like a lie. 

1329
01:05:53,680 --> 01:05:55,720
Founder of Apple and the fucking
CEO of Apple. 

1330
01:05:55,720 --> 01:05:58,040
That's sorry, CEO of Apple and 
next to founder of Google, it's 

1331
01:05:58,040 --> 01:05:59,640
very fire. 
Zuck's been talking shit about 

1332
01:05:59,640 --> 01:06:02,080
Tim Cook lately so. 
Yeah, they're, they're not too 

1333
01:06:02,080 --> 01:06:04,320
far apart. 
So Tim Cook's like right there. 

1334
01:06:04,320 --> 01:06:06,320
Like he's around there. 
You can't see what's like on the

1335
01:06:06,320 --> 01:06:08,360
right of, of what's his name? 
The Cantor guy. 

1336
01:06:08,600 --> 01:06:11,840
That's the Cantor guy, right? 
Oh, Elon's there not too far 

1337
01:06:11,840 --> 01:06:15,840
from, from, from Zuck. 
See, this room is crazy. 

1338
01:06:15,840 --> 01:06:18,480
Restroom is stacking. 
Zuck and Elon are like back to 

1339
01:06:18,480 --> 01:06:20,360
being boys. 
They're starting to, you know, 

1340
01:06:20,480 --> 01:06:23,680
Elon Zuck gave Elon his flowers,
rightfully so, by the way, 

1341
01:06:23,680 --> 01:06:26,120
rightfully so. 
Bring community notes to the 

1342
01:06:26,120 --> 01:06:30,680
platform right now. 
So that was good on single 

1343
01:06:30,680 --> 01:06:32,160
Henley. 
Change the social media space as

1344
01:06:32,160 --> 01:06:33,400
well. 
There's pants. 

1345
01:06:36,080 --> 01:06:38,000
OK, let's see what's walking in 
here. 

1346
01:06:41,960 --> 01:06:44,920
This is like a whole thing, 
dude, that's crazy. 

1347
01:06:44,920 --> 01:06:46,160
Imagine being there. 
It could be fun. 

1348
01:06:47,880 --> 01:06:49,560
It's a pretty big event, Yeah. 
I'm just why? 

1349
01:06:49,560 --> 01:06:52,400
Don't you look at the look man 
for for Oak the treat the chief 

1350
01:06:52,400 --> 01:06:55,400
crypto interviewer. 
Out there, you know, I'm not a 

1351
01:06:55,400 --> 01:06:57,720
governor yet. 
You know, they want, they want 

1352
01:06:57,720 --> 01:06:59,960
to make sure that there's, I 
think it's Americans only right 

1353
01:06:59,960 --> 01:07:02,520
now, you know, do you have? 
D Cred Media doesn't even get 

1354
01:07:02,560 --> 01:07:03,240
the look. 
Come on. 

1355
01:07:03,520 --> 01:07:08,280
God damn it, dude, fuck, damn. 
It should have been there. 

1356
01:07:08,880 --> 01:07:10,320
Look at that. 
Look at because it's interesting

1357
01:07:10,320 --> 01:07:12,640
when they sit PC people look at 
Bernard Arno right there. 

1358
01:07:13,040 --> 01:07:18,760
Oh, the president of closer 
President of Argentina, Bernard 

1359
01:07:18,760 --> 01:07:21,400
and his son right there. 
There is. 

1360
01:07:22,320 --> 01:07:24,200
Top five richest men on Earth 
are there. 

1361
01:07:24,240 --> 01:07:26,080
Literally who's the richest man 
in the world? 

1362
01:07:26,080 --> 01:07:27,360
Elon is there. 
Yeah. 

1363
01:07:27,360 --> 01:07:28,400
Bernard or no? 
Top three. 

1364
01:07:28,400 --> 01:07:30,600
Jeff Bezos, top three. 
So top 3 richest men on Earth 

1365
01:07:30,600 --> 01:07:34,280
are there, Zuckerberg. 
There's the Clintons walking in.

1366
01:07:35,760 --> 01:07:40,760
Hillary's smiling. 
It's pretty rare, All right, 

1367
01:07:41,240 --> 01:07:43,920
anyways, I'm just trying to look
at which meme coins dropping 

1368
01:07:43,920 --> 01:07:46,120
there next. 
I'm not going to lie. 

1369
01:07:46,120 --> 01:07:50,040
So wow, this is this is going to
be an interesting day, everyone.

1370
01:07:50,040 --> 01:07:51,440
It's going to be a historical 
day. 

1371
01:07:51,800 --> 01:07:53,200
Let's see what the markets 
bring. 

1372
01:07:53,200 --> 01:07:56,240
Right now the markets are kind 
of selling off a little bit on 

1373
01:07:56,240 --> 01:07:59,040
the major side. 
So our memes are going to be 

1374
01:07:59,040 --> 01:08:03,280
tied to our majors guys here. 
Just there's no other way, you 

1375
01:08:03,280 --> 01:08:05,760
know, that's really it it. 
Went down to one O 3. 

1376
01:08:05,960 --> 01:08:07,840
Damn. 
Yeah, come on, One O 48. 

1377
01:08:07,840 --> 01:08:10,600
I see here one O 5. 
Man, it's all. 

1378
01:08:11,480 --> 01:08:12,920
One O 5. 
News What? 

1379
01:08:14,320 --> 01:08:16,840
What's your news source? 
Finance. 

1380
01:08:18,760 --> 01:08:20,160
It just, it was just that one O 
3. 

1381
01:08:20,160 --> 01:08:22,600
But yeah, it's back up. 
I think the biggest order book 

1382
01:08:22,600 --> 01:08:25,200
there isn't game. 
UN. 

1383
01:08:25,640 --> 01:08:28,000
It did it did wait to one O 3. 
It looks like I'm violent, so I 

1384
01:08:28,000 --> 01:08:30,080
mean. 
This is like my stomach isn't 

1385
01:08:30,120 --> 01:08:32,279
nuts. 
I mean, this is they're going to

1386
01:08:32,279 --> 01:08:34,240
be, they're going to be, there's
going to be a lot of crime in 

1387
01:08:34,240 --> 01:08:35,760
the order books today that 
they're going to be let. 

1388
01:08:35,760 --> 01:08:38,680
They're going to be wiping out 
perps all day long across every 

1389
01:08:38,680 --> 01:08:41,439
order book. 
Yeah, this is just sit, sit 

1390
01:08:41,439 --> 01:08:44,359
tight. 
Your stomach's in knots. 

1391
01:08:44,359 --> 01:08:46,120
Like what are the four tickers 
that you're watching here? 

1392
01:08:46,120 --> 01:08:47,680
This. 
Is why his stomach is in knots 

1393
01:08:47,800 --> 01:08:49,800
in mine. 
Actually, I'm actually I feel 

1394
01:08:49,800 --> 01:08:51,120
comfortable in my far coin 
position. 

1395
01:08:51,120 --> 01:08:52,240
I don't. 
I don't really touch it because 

1396
01:08:52,240 --> 01:08:53,960
I do think the ceiling is still 
much higher. 

1397
01:08:54,080 --> 01:08:55,040
And if I didn't? 
Sell it. 

1398
01:08:56,560 --> 01:09:00,399
Last time I bought Bitcoin I 
bought Seoul my my largest 

1399
01:09:00,399 --> 01:09:05,319
Bitcoin purchase in years and 
20X long each 20. 

1400
01:09:06,560 --> 01:09:10,319
X long each is crazy. 20X will 
do it to you 20. 

1401
01:09:11,160 --> 01:09:12,720
That's not it. 
That's not what's given me in my

1402
01:09:12,720 --> 01:09:14,479
stomach and knots. 
My stomach and knots is the 

1403
01:09:14,479 --> 01:09:18,960
uncertainty around like, hey, 
are we going to get two more 

1404
01:09:18,960 --> 01:09:22,439
Trump coins today? 
Obama walked in, checked where's

1405
01:09:23,319 --> 01:09:26,080
he wanted that solo? 
There's nothing about how Trump 

1406
01:09:26,080 --> 01:09:28,120
can't launch can't. 
You're not allowed to monetize 

1407
01:09:28,120 --> 01:09:30,680
your presidency. 
So I know it's not his Trump 

1408
01:09:30,680 --> 01:09:33,680
coins, but like. 
So he did it a day before, 

1409
01:09:33,680 --> 01:09:35,800
before the Yeah, we all read 
that thread. 

1410
01:09:36,240 --> 01:09:37,880
I'm. 
Super Baron can launch one. 

1411
01:09:39,080 --> 01:09:40,640
That's the thing. 
Does he even have a Twitter 

1412
01:09:40,640 --> 01:09:41,640
though? 
Like is he on Twitter? 

1413
01:09:41,640 --> 01:09:44,720
He's not right. 
So what what social media 

1414
01:09:44,720 --> 01:09:47,359
channels does does that come 
come out from if he launches 1? 

1415
01:09:47,359 --> 01:09:50,760
I don't I don't believe that. 
I don't think there are two 

1416
01:09:51,160 --> 01:09:53,840
coins coming today. 
I think that's it my opinion, 

1417
01:09:54,600 --> 01:09:57,160
but I'm just guessing that 
that's what that would that. 

1418
01:09:57,160 --> 01:09:58,520
Would be my guess. 
He goes right next to. 

1419
01:10:00,160 --> 01:10:02,120
Obama. 
Bush Oh, but you because they 

1420
01:10:02,120 --> 01:10:05,120
see people like you know, it's 
it's all Obama didn't even get a

1421
01:10:05,120 --> 01:10:08,440
plus one that's crazy he. 
Did No, Michelle just said she's

1422
01:10:08,440 --> 01:10:08,920
not coming. 
Yeah. 

1423
01:10:10,360 --> 01:10:12,160
That's kind of, yeah. 
She didn't go to the funeral for

1424
01:10:12,160 --> 01:10:14,680
Jimmy Cardigan. 
I'm assuming that's that's the 

1425
01:10:14,680 --> 01:10:17,840
Supreme Court or I don't know. 
You guys are my Americans in 

1426
01:10:17,840 --> 01:10:18,520
here. 
Yeah. 

1427
01:10:21,120 --> 01:10:24,920
What's the music playing up? 
Not bad. 

1428
01:10:25,520 --> 01:10:26,680
Interesting. 
I like that. 

1429
01:10:27,680 --> 01:10:28,840
Yeah. 
Imagine being in that room. 

1430
01:10:29,040 --> 01:10:31,680
So on the left side you have all
the tech folks, right it seems 

1431
01:10:32,600 --> 01:10:35,080
right side and the DOG. 
All those folks on the right 

1432
01:10:35,080 --> 01:10:38,480
side is ex presidents. 
You have 3 ex presidents in in 

1433
01:10:38,480 --> 01:10:41,120
attendance here, Clinton, Obama 
and Bush. 

1434
01:10:43,560 --> 01:10:48,120
This is any crypto folks at 
that. 

1435
01:10:48,240 --> 01:10:50,600
Is it just I think Keith and 
Ivan are there. 

1436
01:10:51,880 --> 01:10:57,560
Is that it Moon pay folks? 
What do we have some of the 

1437
01:10:57,560 --> 01:11:00,480
crypto ball folks out there? 
Did Garlin House get the he 

1438
01:11:00,960 --> 01:11:03,120
gets? 
She's rich Nick out there. 

1439
01:11:05,800 --> 01:11:07,720
Yo, what about that crypto ball 
that looks pretty fun? 

1440
01:11:07,720 --> 01:11:08,800
I'm not going to. 
Lie. 

1441
01:11:08,920 --> 01:11:11,280
I didn't I I skipped over that 
that the Trump coin launched 

1442
01:11:11,280 --> 01:11:13,760
during the the crypto ball. 
How funny is that? 

1443
01:11:13,920 --> 01:11:16,800
And they were all sidelined. 
They're all sidelined and also 

1444
01:11:16,800 --> 01:11:19,320
like there was 0 mention of it. 
So like that was a part of the 

1445
01:11:19,320 --> 01:11:20,760
flood too. 
It's like, oh, why wouldn't they

1446
01:11:20,760 --> 01:11:22,400
talk about the crypto ball? 
Well, of course you're not going

1447
01:11:22,400 --> 01:11:26,240
to talk about like the name coin
at the crypto ball, but anyone 

1448
01:11:26,240 --> 01:11:28,280
there totally missed the the 
trade. 

1449
01:11:28,480 --> 01:11:30,040
Who's this? 
I kind of like the fit. 

1450
01:11:30,600 --> 01:11:33,720
Who is this? 
I like the fit do. 

1451
01:11:33,920 --> 01:11:36,760
You guys think, who here thinks 
we're going to get a reserve 

1452
01:11:37,200 --> 01:11:39,480
Part 2 part question? 
Are we going to get a strategic 

1453
01:11:39,480 --> 01:11:43,040
reserve announcement today or 
are we going to get one this 

1454
01:11:43,040 --> 01:11:45,600
year? 
I think this year I think no. 

1455
01:11:45,600 --> 01:11:48,200
Today I think within 100 days, 
yes, I'll take the Poly market, 

1456
01:11:48,200 --> 01:11:51,120
yes. 
What do you say? 

1457
01:11:51,600 --> 01:11:53,680
Yeah, I agree. 
With market lines at 100 days. 

1458
01:11:57,280 --> 01:12:00,400
Yeah, how can you, you can't 
like do it that you may announce

1459
01:12:00,400 --> 01:12:03,600
like an EO for it or like 
intentions, but you can't just 

1460
01:12:03,600 --> 01:12:06,080
like well, I'm. 
Telling him if he signs an if 

1461
01:12:06,080 --> 01:12:09,000
there's a if. 
There's a yeah that could. 

1462
01:12:09,000 --> 01:12:11,880
Happen Kamala's husband walking 
in. 

1463
01:12:12,560 --> 01:12:14,760
So here, here's some of these 
Poly market lines that people 

1464
01:12:14,760 --> 01:12:17,520
aren't rooting. 
Let's let's run through. 

1465
01:12:17,880 --> 01:12:19,640
That Let's run through that. 
Let's go through the lines. 

1466
01:12:20,120 --> 01:12:22,680
To resolve yes, it's if the 
government holds any amount of 

1467
01:12:22,680 --> 01:12:25,920
Bitcoin in its reserves at any 
point between January 1st and 

1468
01:12:25,920 --> 01:12:30,720
December 31st 2025 S the. 
Size of Baron bro. 

1469
01:12:31,240 --> 01:12:35,000
They can, they can sign the 
order, but if they have not 

1470
01:12:35,000 --> 01:12:38,200
executed any purchases, then 
it's still no. 

1471
01:12:39,560 --> 01:12:41,080
So that is important nuance, 
right? 

1472
01:12:41,120 --> 01:12:44,600
Because I think our I, I think 
Bitcoin price pumps on the news.

1473
01:12:44,880 --> 01:12:48,520
It doesn't matter on the 
execution for the near term. 

1474
01:12:49,720 --> 01:12:51,920
So if it's signed in the 100 
days, but they haven't bought 

1475
01:12:52,040 --> 01:12:55,640
any Bitcoin yet, which I mean, I
don't it's probably going to 

1476
01:12:55,640 --> 01:12:57,880
take some time to spin up the 
operation to do that, right? 

1477
01:12:57,920 --> 01:13:00,480
Like I don't know that I would 
bet that they actually have 

1478
01:13:00,480 --> 01:13:02,920
bought Bitcoin next 100 days, 
but I would bet that they have 

1479
01:13:02,920 --> 01:13:07,200
signed the order the next. 1 
that's so funny YouTube just 

1480
01:13:07,200 --> 01:13:10,320
rubbed our stream but we're live
on X so just move guys we're on 

1481
01:13:10,320 --> 01:13:14,600
X spaces X spaces X live stream.
We're still live so just fuck 

1482
01:13:14,600 --> 01:13:16,840
YouTube. 
They may have rubbed us because 

1483
01:13:16,840 --> 01:13:20,080
of the stream, but X wouldn't 
would never do that to us. 

1484
01:13:20,320 --> 01:13:25,880
Look at. 
The Baron coins going to do 

1485
01:13:25,880 --> 01:13:27,680
very. 
Well, this is the face of a kid 

1486
01:13:27,680 --> 01:13:29,320
that just made like a billion 
dollars. 

1487
01:13:29,320 --> 01:13:35,360
Oh God, look at that. 
We're live on X everyone. 

1488
01:13:35,360 --> 01:13:36,520
We're live. 
We've all posted. 

1489
01:13:36,520 --> 01:13:38,360
Ovi posted. 
I posted my little post. 

1490
01:13:38,360 --> 01:13:42,160
Everyone posted the stream Tyler
meet like we're all you guys can

1491
01:13:42,160 --> 01:13:44,040
catch us live on. 
We're still streaming live 

1492
01:13:44,040 --> 01:13:46,440
video, right Sims? 
Correct me if I'm wrong, but I 

1493
01:13:46,440 --> 01:13:49,680
believe we're still streaming 
live video Yeah, just YouTube 

1494
01:13:49,680 --> 01:13:51,880
pulling it for some reason. 
YouTube rock. 

1495
01:13:51,880 --> 01:13:54,040
Fuck YouTube. 
All my homies hate YouTube. 

1496
01:13:54,600 --> 01:13:56,000
That's crazy. 
They rocked us, dude. 

1497
01:13:57,760 --> 01:14:00,200
I like Baron is just smirking. 
He's just literally standing 

1498
01:14:00,200 --> 01:14:01,800
there smirking. 
Is is hilarious. 

1499
01:14:01,800 --> 01:14:03,760
He's. 
A big boy, huh? 

1500
01:14:04,560 --> 01:14:06,840
He's way bigger than everyone, 
even Elon. 

1501
01:14:06,840 --> 01:14:10,880
Elon, man. 
Like, oh, look at RF yo, they 

1502
01:14:10,880 --> 01:14:11,960
love RFK out there. 
Hon. 

1503
01:14:11,960 --> 01:14:14,520
Did you guys watch the victory 
thing yesterday when he 

1504
01:14:14,520 --> 01:14:16,600
announced RFK? 
People were cheering. 

1505
01:14:16,600 --> 01:14:17,640
Oh. 
I didn't see. 

1506
01:14:18,600 --> 01:14:21,240
That that there was a victory 
thingy then he brought to the 

1507
01:14:21,240 --> 01:14:29,560
village people on stage. 
That was 69. 69. 696965. 650 I. 

1508
01:14:30,600 --> 01:14:34,000
Didn't realize that's all OK. 
Trump's yeah, I have to say I 

1509
01:14:34,000 --> 01:14:35,560
looked really little lips to 
Trump. 

1510
01:14:35,560 --> 01:14:37,920
I'm not going to lie. 
I was like, look a little Midget

1511
01:14:37,920 --> 01:14:40,960
next to him. 
I think the team made me look 

1512
01:14:40,960 --> 01:14:45,520
really good on the photos. 
What's going on here? 

1513
01:14:45,520 --> 01:14:48,800
I'm liking the stream here. 
I I I don't have let me see. 

1514
01:14:48,800 --> 01:14:51,720
Let me calendar real quick. 
I'm still good. 

1515
01:14:51,760 --> 01:14:52,440
OK? 
Perfect. 

1516
01:14:52,440 --> 01:14:53,800
Perfect. 
I'm still good for 40 minutes. 

1517
01:14:55,400 --> 01:14:56,800
YouTube. 
Hated the stream, bro. 

1518
01:14:57,480 --> 01:15:04,000
The YouTube. 
Yeah, the Don Junior. 

1519
01:15:04,000 --> 01:15:05,480
Eric's there. 
Eric's pretty tall too. 

1520
01:15:05,480 --> 01:15:10,920
I'm not gonna lie. 
OK, I'm gonna see. 

1521
01:15:11,640 --> 01:15:13,880
Coins selling off a little bit, 
4850I. 

1522
01:15:14,120 --> 01:15:16,840
Mean the whole market right far.
Coins at 172. 

1523
01:15:16,840 --> 01:15:19,320
Fuck, I think the coupe. 
I think the coupe tweet price 

1524
01:15:19,320 --> 01:15:22,320
book some folks in the selling. 
I mean, it is true they acquired

1525
01:15:22,320 --> 01:15:24,040
all these people are telling the
gentlemen, oh, hold on, Doctor 

1526
01:15:24,040 --> 01:15:29,000
Biden and Mr. Emaha, the. 
Republican staff director. 

1527
01:15:29,360 --> 01:15:30,640
Of the joint. 
Oh no, yeah, That was Trump. 

1528
01:15:31,200 --> 01:15:32,920
It's true that they acquired 
these ENS's. 

1529
01:15:33,440 --> 01:15:35,520
What it means, I don't know, but
it's true. 

1530
01:15:35,520 --> 01:15:36,960
Like these ENS's were acquired 
Gary? 

1531
01:15:37,880 --> 01:15:40,400
Myrick, I will be shaken if they
launched 2 new coins today. 

1532
01:15:41,040 --> 01:15:45,920
I'll just be honest, it's very. 
Hard for me. 

1533
01:15:46,680 --> 01:15:48,760
Tyler. 
Tyler, what do you think 

1534
01:15:48,760 --> 01:15:50,240
happens? 
Because yeah. 

1535
01:15:50,440 --> 01:15:53,240
I think you have to sell the 
trump token in it for the near 

1536
01:15:53,240 --> 01:15:57,280
term because everyone else is 
going to sell it. 

1537
01:15:58,200 --> 01:16:00,760
Even I I still think the Trump 
token is the alpha dog and even 

1538
01:16:00,760 --> 01:16:04,440
if there's like 20 Trump payment
tokens in in a month or two I 

1539
01:16:04,440 --> 01:16:07,600
could see a scenario where they 
rotate back to the the alpha 

1540
01:16:07,600 --> 01:16:11,120
dog. 
But like everyone is is on CT is

1541
01:16:11,120 --> 01:16:13,120
going to lose their minds. 
And the problem is there is a 

1542
01:16:13,120 --> 01:16:15,000
key difference between how 
retail and CT feels. 

1543
01:16:15,000 --> 01:16:17,200
I think retail doesn't get 
doesn't give a shit that Melania

1544
01:16:17,200 --> 01:16:18,880
has a token. 
They want the Trump token. 

1545
01:16:19,320 --> 01:16:23,160
Problem is it's the LA Vape 
cabal who's up $10 million on 

1546
01:16:23,160 --> 01:16:26,920
the Trump token. 
It's the CT natives who control 

1547
01:16:26,920 --> 01:16:28,840
the money, right? 
Now the Melania token is not 

1548
01:16:28,920 --> 01:16:29,920
selling off, dude, What's going 
on? 

1549
01:16:29,920 --> 01:16:31,400
Well, it's. 
Like it doesn't even matter what

1550
01:16:31,400 --> 01:16:33,720
you think retail is going to do.
It matters what you think the 

1551
01:16:33,720 --> 01:16:37,320
people who are up, you know, 
massive unrealized P&L are going

1552
01:16:37,320 --> 01:16:38,560
to do I. 
Think so? 

1553
01:16:38,560 --> 01:16:41,440
You think people will dump Trump
token to buy Eric? 

1554
01:16:42,680 --> 01:16:45,840
Baron Baron's the new is the is 
the new Trump beta. 

1555
01:16:46,560 --> 01:16:48,680
It'll flip Melania and Eric for 
sure if they. 

1556
01:16:49,360 --> 01:16:52,120
This melanic 1 is the only one 
that's knocked out right now, 

1557
01:16:52,120 --> 01:16:53,680
everything else getting 
decimated. 

1558
01:16:54,720 --> 01:16:57,880
The ultimate like the ultimate 
fuck you is like whoever 

1559
01:16:57,880 --> 01:17:01,280
whichever cabals are like 
running the shit they just pump 

1560
01:17:01,280 --> 01:17:05,200
Melania to be like the main coin
while everyone is like sidelined

1561
01:17:05,200 --> 01:17:07,800
from selling it like. 
Hey, listen, I I don't want to 

1562
01:17:07,800 --> 01:17:10,480
pull up the, all the photos on 
the stream, but you know, 

1563
01:17:11,520 --> 01:17:13,440
imagine, imagine fading Melania,
dude. 

1564
01:17:13,760 --> 01:17:15,440
Fro clock's the more the more 
you're. 

1565
01:17:16,000 --> 01:17:20,200
Going to say this, you know, 
dude, thing is she's looking at 

1566
01:17:20,200 --> 01:17:21,880
you saying put the fries in the 
bag. 

1567
01:17:21,880 --> 01:17:23,960
You know what I mean? 
Come on, man. 

1568
01:17:24,920 --> 01:17:28,520
What a Chad, dude, what a Chad. 
Think Trump's about to walk in. 

1569
01:17:28,760 --> 01:17:32,880
Wait, Biden and and Kamala 
didn't walk in yet, but their 

1570
01:17:32,960 --> 01:17:34,800
their spouses did walk out 
together. 

1571
01:17:35,640 --> 01:17:38,440
I'm assuming we're going to get 
Biden and and Kamala walk out 

1572
01:17:38,440 --> 01:17:40,160
first and then we're going to 
get it starts. 

1573
01:17:40,200 --> 01:17:42,840
In 5 minutes I guess. 
You know, if you're on, if 

1574
01:17:42,840 --> 01:17:44,960
you're on spaces, feel free to 
come on the video. 

1575
01:17:45,840 --> 01:17:48,520
Will Trump mention MYR? 
I don't know, man. 

1576
01:17:48,520 --> 01:17:49,640
It's good line. 
I don't know. 

1577
01:17:50,720 --> 01:17:52,240
Trump going to mention Myriad 
markets. 

1578
01:17:53,400 --> 01:17:58,680
I wouldn't take an over on that.
Oh my God, definitely go put on 

1579
01:17:58,680 --> 01:18:02,240
your your, your things, your 
your predictions. 

1580
01:18:03,680 --> 01:18:07,400
One O 4/8. 
Brother, the fact that bitcoins 

1581
01:18:07,400 --> 01:18:09,720
105K will go into this is really
good. 

1582
01:18:09,720 --> 01:18:13,480
Like it's above 100K it's good. 
You know people are calling TOP 

1583
01:18:13,480 --> 01:18:16,160
exactly 7 days ago boys. 
Last Monday was literally the 

1584
01:18:16,160 --> 01:18:19,920
day everyone called TOP. 
And yesterday, seven days ago, 

1585
01:18:20,320 --> 01:18:22,160
then yesterday. 
Well, yesterday, don't blame 

1586
01:18:22,160 --> 01:18:26,320
people for being, you know, oh 
shit, Oh no, Oh shit. 

1587
01:18:26,320 --> 01:18:28,240
I don't blame people. 
They get obviously not top line,

1588
01:18:28,240 --> 01:18:30,600
but I don't blame people for 
feeling really shitty. 

1589
01:18:31,000 --> 01:18:34,480
Tucker Carlson front frontline 
here because there's Jill and 

1590
01:18:35,160 --> 01:18:40,200
forget his name, Doug. 
He does look like a Doug. 

1591
01:18:43,080 --> 01:18:44,640
He really does look like a Doug,
doesn't he? 

1592
01:18:51,520 --> 01:18:53,400
I'm just I just want executive 
orders already. 

1593
01:18:53,600 --> 01:18:56,440
I'm talking over. 
This while we wait broke. 

1594
01:18:56,880 --> 01:18:59,680
I mean. 
A dollar off all time, huh I'll.

1595
01:19:00,240 --> 01:19:03,920
Admit. 
I was euphoric at 270 last. 

1596
01:19:04,560 --> 01:19:05,120
Night. 
Yeah, I was. 

1597
01:19:05,120 --> 01:19:06,760
I was really euphoric too. 
A. 

1598
01:19:07,280 --> 01:19:11,000
Dollar 70 now. 
Yeah, our memes are fucking. 

1599
01:19:11,000 --> 01:19:14,920
Let's go look at AI a bit. 
I'm a bit more bullish than 

1600
01:19:14,920 --> 01:19:18,720
Tyler if I'm not launching the 
Bitcoin Reserve because I think 

1601
01:19:18,720 --> 01:19:21,480
as long as there's hope that 
it's coming soon, like. 

1602
01:19:21,760 --> 01:19:25,240
That's the thing too, right? 
Is what drives prices. 

1603
01:19:25,240 --> 01:19:27,360
Not even doing shit doesn't 
drive prices. 

1604
01:19:27,360 --> 01:19:30,600
It's anticipation as long as 
it's not like ruled out. 

1605
01:19:31,680 --> 01:19:34,680
I agree with you, I. 
Yeah. 

1606
01:19:35,440 --> 01:19:37,360
Let's see where the Murat coins 
are at because that's a good 

1607
01:19:37,360 --> 01:19:42,520
index of like meme coins. 
SPS 142 Bill Bro. 

1608
01:19:43,280 --> 01:19:46,280
Walk me, walk. 
And they're actually all right, 

1609
01:19:46,360 --> 01:19:47,240
right? 
I mean gigas. 

1610
01:19:47,360 --> 01:19:50,320
I mean. 
He has 800 giga and in specs are

1611
01:19:50,320 --> 01:19:53,360
up on the day no giga. 
USA was the wildest swingers. 

1612
01:19:53,360 --> 01:19:56,560
USA went to like 2. 
We forgot to talk about that 

1613
01:19:56,560 --> 01:20:02,000
today. 
The USA coin it went to 270 with

1614
01:20:02,000 --> 01:20:05,840
the 300 mil. 
Painful one for me because I I 

1615
01:20:05,840 --> 01:20:12,000
packed my bags at like 20 
million but I just like I 

1616
01:20:12,000 --> 01:20:16,800
couldn't hold it. 
Did they rock the did they rock 

1617
01:20:16,840 --> 01:20:17,920
the stream? 
Hold on, let me see. 

1618
01:20:17,920 --> 01:20:18,960
No, I don't think it's OK. 
Still. 

1619
01:20:18,960 --> 01:20:20,160
I'm sorry. 
Let me put it back. 

1620
01:20:21,120 --> 01:20:26,880
Oh, is he walking right now? 
Let's see. 

1621
01:20:26,960 --> 01:20:30,480
We still don't have Joe Biden 
walking, so it can't be Trump 

1622
01:20:30,480 --> 01:20:33,240
right now. 
Oh, man. 

1623
01:20:33,440 --> 01:20:35,800
Dude, obviously. 
Imagine being nice and suited up

1624
01:20:35,800 --> 01:20:37,000
in that room right now. 
It could be fun. 

1625
01:20:37,000 --> 01:20:40,160
No 03 piece. 
I've got a bounce I've. 

1626
01:20:41,160 --> 01:20:42,480
Got a? 
Yeah, have a good one. 

1627
01:20:43,080 --> 01:20:43,320
See you.